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Disclosery

Allworth Financial LP: WTRG position timeline

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

Allworth Financial LP held 172,667 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 172,667 shares
    Change vs previous 13F -9,389 shares

    0.03% of the 13F portfolio, value $6,614,887.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 182,056 shares
    Change vs previous 13F +501 shares

    0.03% of the 13F portfolio, value $7,331,386.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 181,555 shares
    Change vs previous 13F -5,588 shares

    0.03% of the 13F portfolio, value $6,964,445.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 187,143 shares
    Change vs previous 13F -4,961 shares

    0.03% of the 13F portfolio, value $7,466,998.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 192,104 shares
    Change vs previous 13F +3,335 shares

    0.03% of the 13F portfolio, value $7,134,741.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 188,769 shares
    Change vs previous 13F +1,589 shares

    0.04% of the 13F portfolio, value $7,620,618.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 187,180 shares
    Change vs previous 13F +184,258 shares

    0.03% of the 13F portfolio, value $6,291,118.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 2,922 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $112,719.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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