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Disclosery

AGP FRANKLIN, LLC: WTRG position timeline

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

AGP FRANKLIN, LLC held 18,246 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,246 shares
    Change vs previous 13F -15,603 shares

    0.3% of the 13F portfolio, value $698,990.

    13F-HR 0001951757-26-001079 filed by AGP FRANKLIN, LLC
    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 33,849 shares
    Change vs previous 13F -4,938 shares

    0.68% of the 13F portfolio, value $1,363,084.

    13F-HR 0001951757-26-000634 filed by AGP FRANKLIN, LLC
    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 38,787 shares
    Change vs previous 13F -70 shares

    0.7% of the 13F portfolio, value $1,487,883.

    13F-HR 0001951757-26-000320 filed by AGP FRANKLIN, LLC
    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 38,857 shares
    Change vs previous 13F +347 shares

    0.76% of the 13F portfolio, value $1,550,386.

    13F-HR 0001951757-25-001259 filed by AGP FRANKLIN, LLC
    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 38,510 shares
    Change vs previous 13F +25,116 shares

    0.76% of the 13F portfolio, value $1,430,273.

    13F-HR 0001951757-25-001070 filed by AGP FRANKLIN, LLC
    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 13,394 shares
    Change vs previous 13F +1,275 shares

    0.33% of the 13F portfolio, value $534,561.

    13F-HR 0001951757-25-000522 filed by AGP FRANKLIN, LLC
    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 12,119 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $440,162.

    13F-HR 0001951757-25-000256 filed by AGP FRANKLIN, LLC
    Filed (acceptance time not in the bulk data set), ingested

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