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Disclosery

Blossom Wealth Management: WTRG position timeline

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

Blossom Wealth Management held 14,521 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,521 shares
    Change vs previous 13F -548 shares

    0.78% of the 13F portfolio, value $556,300.

    13F-HR 0001839735-26-000004 filed by Blossom Wealth Management
    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 15,069 shares
    Change vs previous 13F -805 shares

    0.9% of the 13F portfolio, value $606,829.

    13F-HR 0001839735-26-000002 filed by Blossom Wealth Management
    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 15,874 shares
    Change vs previous 13F -1,886 shares

    1.01% of the 13F portfolio, value $608,927.

    13F-HR 0001839735-26-000001 filed by Blossom Wealth Management
    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 17,760 shares
    Change vs previous 13F +75 shares

    1.14% of the 13F portfolio, value $708,610.

    13F-HR 0001839735-25-000002 filed by Blossom Wealth Management
    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 17,685 shares
    Change vs previous 13F +70 shares

    1.16% of the 13F portfolio, value $656,808.

    13F-HR 0001085146-25-003910 filed by Blossom Wealth Management
    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 17,615 shares
    Change vs previous 13F +1,765 shares

    1.4% of the 13F portfolio, value $696,307.

    13F-HR 0001085146-25-002251 filed by Blossom Wealth Management
    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 15,850 shares
    Change vs previous 13F +1,070 shares

    1.11% of the 13F portfolio, value $575,659.

    13F-HR 0001085146-25-000451 filed by Blossom Wealth Management
    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 14,780 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $570,051.

    13F-HR 0001085146-24-005055 filed by Blossom Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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