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Advisors Asset Management, Inc.: WTRG position timeline

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

Advisors Asset Management, Inc. held 48,563 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,563 shares
    Change vs previous 13F -698 shares

    0.03% of the 13F portfolio, value $1,860,449.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, 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 49,261 shares
    Change vs previous 13F -6,358 shares

    0.03% of the 13F portfolio, value $1,983,740.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, 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/A 55,619 shares
    Change vs previous 13F +17,956 shares

    0.04% of the 13F portfolio, value $2,133,545.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, 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/A 37,663 shares
    Change vs previous 13F +8,652 shares

    0.03% of the 13F portfolio, value $1,502,754.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, 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/A 29,011 shares
    Change vs previous 13F +12,611 shares

    0.02% of the 13F portfolio, value $1,077,469.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, 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/A 16,400 shares
    Change vs previous 13F -2,792 shares

    0.01% of the 13F portfolio, value $648,292.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, 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/A 19,192 shares
    Change vs previous 13F -352 shares

    0.01% of the 13F portfolio, value $697,053.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, 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/A 19,544 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $753,812.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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