Skip to content
Disclosery

Continuum Advisory, LLC: WTRG position timeline

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

Continuum Advisory, LLC held 69 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69 shares
    Change vs previous 13F -8,654 shares

    <0.01% of the 13F portfolio, value $2,643.

    13F-HR 0001420506-26-001438 filed by Continuum Advisory, 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 8,723 shares
    Change vs previous 13F +7 shares

    0.03% of the 13F portfolio, value $351,275.

    13F-HR 0001420506-26-000704 filed by Continuum Advisory, 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 8,716 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $334,346.

    13F-HR 0001420506-26-000267 filed by Continuum Advisory, LLC
    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 8,715 shares
    Change vs previous 13F -8,658 shares

    0.04% of the 13F portfolio, value $347,729.

    13F-HR 0001420506-25-002870 filed by Continuum Advisory, 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 17,373 shares
    Change vs previous 13F +53 shares

    0.08% of the 13F portfolio, value $645,233.

    13F-HR 0001420506-25-001895 filed by Continuum Advisory, 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 17,320 shares
    Change vs previous 13F -8,712 shares

    0.09% of the 13F portfolio, value $684,660.

    13F-HR 0001420506-25-000801 filed by Continuum Advisory, 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 26,032 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $945,482.

    13F-HR 0001420506-25-000628 filed by Continuum Advisory, LLC
    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 26,032 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $995,984.

    13F-HR 0001420506-24-002589 filed by Continuum Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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