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Coston, McIsaac & Partners: WTRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Coston, McIsaac & Partners on WTRG, newest first. How the timeline and the estimate are built.

Coston, McIsaac & Partners held 128,308 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,308 shares
    Change vs previous 13F +6,229 shares

    0.99% of the 13F portfolio, value $4,914,000.

    13F-HR 0001945037-26-000003 filed by Coston, McIsaac & Partners
    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 122,079 shares
    Change vs previous 13F +6,909 shares

    1.11% of the 13F portfolio, value $4,916,000.

    13F-HR 0001945037-26-000002 filed by Coston, McIsaac & Partners
    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 115,170 shares
    Change vs previous 13F +2,767 shares

    1.03% of the 13F portfolio, value $4,417,000.

    13F-HR 0001945037-26-000001 filed by Coston, McIsaac & Partners
    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 112,403 shares
    Change vs previous 13F +2,909 shares

    1.07% of the 13F portfolio, value $4,483,000.

    13F-HR 0001945037-25-000005 filed by Coston, McIsaac & Partners
    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 109,494 shares
    Change vs previous 13F +1,297 shares

    1.05% of the 13F portfolio, value $4,065,000.

    13F-HR 0001945037-25-000004 filed by Coston, McIsaac & Partners
    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 108,197 shares
    Change vs previous 13F +8,369 shares

    1.25% of the 13F portfolio, value $4,276,000.

    13F-HR 0001945037-25-000003 filed by Coston, McIsaac & Partners
    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 99,828 shares
    Change vs previous 13F -7,866 shares

    1.07% of the 13F portfolio, value $3,624,000.

    13F-HR 0001945037-25-000001 filed by Coston, McIsaac & Partners
    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 107,694 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $4,153,000.

    13F-HR 0001945037-24-000004 filed by Coston, McIsaac & Partners
    Filed (acceptance time not in the bulk data set), ingested

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