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Disclosery

Brooklyn Investment Group: WTRG position timeline

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

Brooklyn Investment Group held 18,564 WTRG shares at 2026-03-31 per its 13F-HR filed 2026-04-29.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 18,564 shares
    Change vs previous 13F +6,960 shares

    0.02% of the 13F portfolio, value $747,573.

    13F-HR 0001795705-26-000002 filed by Brooklyn Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 11,604 shares
    Change vs previous 13F +11,604 shares

    0.02% of the 13F portfolio, value $449,191.

    13F-HR 0001795705-26-000001 filed by Brooklyn Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F/A 0 shares
    Change vs previous 13F -4,063 shares

    13F-HR/A 0001795705-25-000009 filed by Brooklyn Investment Group
    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 ended2025-06-30
    13F/A 4,063 shares
    Change vs previous 13F +2,703 shares

    0.02% of the 13F portfolio, value $150,900.

    13F-HR/A 0001795705-25-000005 filed by Brooklyn Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,360 shares
    Change vs previous 13F +686 shares

    0.01% of the 13F portfolio, value $53,761.

    13F-HR 0001795705-25-000003 filed by Brooklyn Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 674 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $24,480.

    13F-HR 0001795705-25-000001 filed by Brooklyn Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 672 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $25,920.

    13F-HR 0001795705-24-000007 filed by Brooklyn Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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