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AVANTAX ADVISORY SERVICES, INC.: WTRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on WTRG, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 164,675 WTRG shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 164,675 shares
    Change vs previous 13F +14,729 shares

    0.03% of the 13F portfolio, value $6,116,036.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 149,946 shares
    Change vs previous 13F +6,494 shares

    0.04% of the 13F portfolio, value $5,927,380.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 143,452 shares
    Change vs previous 13F +9,116 shares

    0.03% of the 13F portfolio, value $5,210,191.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 134,336 shares
    Change vs previous 13F +6,666 shares

    0.03% of the 13F portfolio, value $5,181,337.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 127,670 shares
    Change vs previous 13F +11,233 shares

    0.03% of the 13F portfolio, value $4,765,932.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 116,437 shares
    Change vs previous 13F +6,880 shares

    0.04% of the 13F portfolio, value $4,313,981.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 109,557 shares
    Change vs previous 13F +4,341 shares

    0.04% of the 13F portfolio, value $4,091,938.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 105,216 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,612,057.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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