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Disclosery

Addison Capital Co: WTRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Addison Capital Co on WTRG, newest first. How the timeline and the estimate are built.

Addison Capital Co held 27,101 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,101 shares
    Change vs previous 13F -2,877 shares

    0.17% of the 13F portfolio, value $1,038,239.

    13F-HR 0001420506-26-001385 filed by Addison Capital Co
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 29,978 shares
    Change vs previous 13F -645 shares

    0.21% of the 13F portfolio, value $1,207,214.

    13F-HR 0001420506-26-000770 filed by Addison Capital Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 30,623 shares
    Change vs previous 13F -1,867 shares

    0.29% of the 13F portfolio, value $1,174,715.

    13F-HR 0001420506-26-000125 filed by Addison Capital Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 32,490 shares
    Change vs previous 13F +256 shares

    0.38% of the 13F portfolio, value $1,296,351.

    13F-HR 0001420506-25-002968 filed by Addison Capital Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 32,234 shares
    Change vs previous 13F -892 shares

    0.42% of the 13F portfolio, value $1,197,171.

    13F-HR 0001420506-25-001813 filed by Addison Capital Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 33,126 shares
    Change vs previous 13F +1,038 shares

    0.51% of the 13F portfolio, value $1,309,471.

    13F-HR 0001420506-25-001350 filed by Addison Capital Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 32,088 shares
    Change vs previous 13F -1,561 shares

    0.46% of the 13F portfolio, value $1,165,436.

    13F-HR 0001420506-25-000244 filed by Addison Capital Co
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 33,649 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,297,842.

    13F-HR 0001420506-24-002115 filed by Addison Capital Co
    Filed (acceptance time not in the bulk data set), ingested

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