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Disclosery

Ethic Inc.: WTRG position timeline

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

Ethic Inc. held 21,478 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,478 shares
    Change vs previous 13F -1,035 shares

    0.01% of the 13F portfolio, value $822,814.

    13F-HR 0001780570-26-000005 filed by Ethic 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 22,513 shares
    Change vs previous 13F +743 shares

    0.01% of the 13F portfolio, value $906,591.

    13F-HR 0001780570-26-000004 filed by Ethic 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 21,770 shares
    Change vs previous 13F -3,719 shares

    0.01% of the 13F portfolio, value $835,082.

    13F-HR 0001780570-26-000002 filed by Ethic 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 25,489 shares
    Change vs previous 13F +1,808 shares

    0.02% of the 13F portfolio, value $1,017,024.

    13F-HR 0001780570-25-000008 filed by Ethic 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 23,681 shares
    Change vs previous 13F -37,894 shares

    0.02% of the 13F portfolio, value $874,293.

    13F-HR 0001780570-25-000005 filed by Ethic 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 61,575 shares
    Change vs previous 13F +3,602 shares

    0.05% of the 13F portfolio, value $2,435,295.

    13F-HR 0001780570-25-000003 filed by Ethic 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 57,973 shares
    Change vs previous 13F -229 shares

    0.04% of the 13F portfolio, value $2,105,584.

    13F-HR 0001780570-25-000002 filed by Ethic 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 58,202 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,155,001.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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