Alan B Lancz & Associates, Inc.: WTRG position timeline

Alan B Lancz & Associates, Inc. held 12,784 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 12,784 shares

   Change vs previous 13F 0 shares

   0.43% of the 13F portfolio, value $489,756.

   13F-HR 0001765380-26-000339 filed by Alan B Lancz & Associates, Inc.
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 12,784 shares

   Change vs previous 13F 0 shares

   0.5% of the 13F portfolio, value $514,812.

   13F-HR 0001765380-26-000154 filed by Alan B Lancz & Associates, Inc.
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 12,784 shares

   Change vs previous 13F 0 shares

   0.43% of the 13F portfolio, value $490,395.

   13F-HR 0001897835-26-000001 filed by Alan B Lancz & Associates, Inc.
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 12,784 shares

   Change vs previous 13F +3,100 shares

   0.46% of the 13F portfolio, value $510,082.

   13F-HR 0001765380-25-000497 filed by Alan B Lancz & Associates, Inc.
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 9,684 shares

   Change vs previous 13F not available

   0.36% of the 13F portfolio, value $359,664.

   13F-HR 0001897835-25-000003 filed by Alan B Lancz & Associates, Inc.
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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