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AdvisorNet Financial, Inc: WTRG position timeline

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

AdvisorNet Financial, Inc held 232,696 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 232,696 shares
    Change vs previous 13F +44 shares

    0.41% of the 13F portfolio, value $8,914,571.

    13F-HR 0001409362-26-000004 filed by AdvisorNet Financial, Inc
    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 232,652 shares
    Change vs previous 13F -311 shares

    0.49% of the 13F portfolio, value $9,368,880.

    13F-HR 0001409362-26-000002 filed by AdvisorNet Financial, Inc
    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 232,963 shares
    Change vs previous 13F +131,712 shares

    0.48% of the 13F portfolio, value $8,936,450.

    13F-HR 0001409362-26-000001 filed by AdvisorNet Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 101,251 shares
    Change vs previous 13F -285 shares

    0.23% of the 13F portfolio, value $4,039,909.

    13F-HR 0001409362-25-000007 filed by AdvisorNet Financial, Inc
    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 101,536 shares
    Change vs previous 13F +38 shares

    0.24% of the 13F portfolio, value $3,771,046.

    13F-HR 0001409362-25-000004 filed by AdvisorNet Financial, Inc
    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 101,498 shares
    Change vs previous 13F +866 shares

    0.3% of the 13F portfolio, value $4,012,202.

    13F-HR 0001409362-25-000002 filed by AdvisorNet Financial, Inc
    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 100,632 shares
    Change vs previous 13F -2,863 shares

    0.31% of the 13F portfolio, value $3,654,946.

    13F-HR 0001409362-25-000001 filed by AdvisorNet Financial, Inc
    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 103,495 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,991,820.

    13F-HR 0001409362-24-000005 filed by AdvisorNet Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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