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Disclosery

Costello Asset Management, INC: WTRG position timeline

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

Costello Asset Management, INC held 17,644 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,644 shares
    Change vs previous 13F -1,326 shares

    0.2% of the 13F portfolio, value $675,926.

    13F-HR 0001760145-26-000004 filed by Costello Asset Management, INC
    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 18,970 shares
    Change vs previous 13F -84 shares

    0.26% of the 13F portfolio, value $763,904.

    13F-HR 0001760145-26-000003 filed by Costello Asset Management, INC
    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 19,054 shares
    Change vs previous 13F -79,049 shares

    0.24% of the 13F portfolio, value $730,924.

    13F-HR 0001760145-26-000001 filed by Costello Asset Management, INC
    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 98,103 shares
    Change vs previous 13F -3,741 shares

    1.31% of the 13F portfolio, value $3,914,329.

    13F-HR 0001760145-25-000006 filed by Costello Asset Management, INC
    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 101,844 shares
    Change vs previous 13F -2,542 shares

    1.42% of the 13F portfolio, value $3,782,473.

    13F-HR 0001760145-25-000003 filed by Costello Asset Management, INC
    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 104,386 shares
    Change vs previous 13F +10,186 shares

    1.67% of the 13F portfolio, value $4,126,368.

    13F-HR 0001760145-25-000002 filed by Costello Asset Management, INC
    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 94,200 shares
    Change vs previous 13F -7,165 shares

    2.26% of the 13F portfolio, value $3,421,359.

    13F-HR 0001760145-25-000001 filed by Costello Asset Management, INC
    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 101,365 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $3,909,664.

    13F-HR 0001760145-24-000005 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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