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Disclosery

BRIGHTON JONES LLC: WTRG position timeline

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

BRIGHTON JONES LLC held 9,265 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 9,265 shares
    Change vs previous 13F +2,735 shares

    0.01% of the 13F portfolio, value $354,932.

    13F-HR 0001360798-26-000005 filed by BRIGHTON JONES 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/A 6,530 shares
    Change vs previous 13F +6,530 shares

    0.01% of the 13F portfolio, value $262,951.

    13F-HR/A 0001360798-26-000004 filed by BRIGHTON JONES 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 0 shares
    Change vs previous 13F -18,182 shares

    13F-HR 0001360798-26-000001 filed by BRIGHTON JONES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 18,182 shares
    Change vs previous 13F +4,699 shares

    0.02% of the 13F portfolio, value $725,477.

    13F-HR 0001085146-25-005933 filed by BRIGHTON JONES 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 13,483 shares
    Change vs previous 13F -4,646 shares

    0.01% of the 13F portfolio, value $500,772.

    13F-HR 0001085146-25-004370 filed by BRIGHTON JONES 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 18,129 shares
    Change vs previous 13F +566 shares

    0.02% of the 13F portfolio, value $716,624.

    13F-HR 0001085146-25-002166 filed by BRIGHTON JONES 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/A 17,563 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $637,878.

    13F-HR/A 0001085146-25-001793 filed by BRIGHTON JONES LLC
    Filed (acceptance time not in the bulk data set), ingested

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