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Disclosery

A. D. Beadell Investment Counsel, Inc.: WTRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of A. D. Beadell Investment Counsel, Inc. on WTRG, newest first. How the timeline and the estimate are built.

A. D. Beadell Investment Counsel, Inc. held 78,720 WTRG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 78,720 shares
    Change vs previous 13F -1,500 shares

    2.04% of the 13F portfolio, value $3,085,000.

    13F-HR 0001569102-26-000005 filed by A. D. Beadell Investment Counsel, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 80,220 shares
    Change vs previous 13F +3,430 shares

    1.97% of the 13F portfolio, value $3,073,000.

    13F-HR 0001569102-26-000004 filed by A. D. Beadell Investment Counsel, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 76,790 shares
    Change vs previous 13F +39,445 shares

    1.97% of the 13F portfolio, value $3,092,000.

    13F-HR 0001569102-26-000002 filed by A. D. Beadell Investment Counsel, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 37,345 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,432,000.

    13F-HR 0001569102-26-000001 filed by A. D. Beadell Investment Counsel, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).