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Disclosery

D.A. DAVIDSON & CO.: WTRG position timeline

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

D.A. DAVIDSON & CO. held 31,064 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,064 shares
    Change vs previous 13F +16,736 shares

    0.01% of the 13F portfolio, value $1,190,090.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 14,328 shares
    Change vs previous 13F -866 shares

    <0.01% of the 13F portfolio, value $576,997.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 15,194 shares
    Change vs previous 13F +425 shares

    <0.01% of the 13F portfolio, value $582,844.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 14,769 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $589,320.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 14,760 shares
    Change vs previous 13F -274 shares

    <0.01% of the 13F portfolio, value $548,217.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 15,034 shares
    Change vs previous 13F +1,179 shares

    <0.01% of the 13F portfolio, value $594,296.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 13,855 shares
    Change vs previous 13F -1,858 shares

    <0.01% of the 13F portfolio, value $503,235.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 15,713 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $606,063.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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