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Disclosery

Financial Architects, Inc: WTRG position timeline

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

Financial Architects, Inc held 21,771 WTRG shares at 2023-06-30 per its 13F-HR filed 2023-08-10.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 21,771 shares
    Change vs previous 13F -582 shares

    0.13% of the 13F portfolio, value $868,868.

    13F-HR 0001085146-23-003194 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-03-31
    13F 22,353 shares
    Change vs previous 13F -383 shares

    0.16% of the 13F portfolio, value $975,694.

    13F-HR 0001085146-23-002307 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-12-31
    13F 22,736 shares
    Change vs previous 13F +15 shares

    0.18% of the 13F portfolio, value $1,085,176.

    13F-HR 0001085146-23-000691 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-09-30
    13F 22,721 shares
    Change vs previous 13F +22,721 shares

    0.16% of the 13F portfolio, value $940,000.

    13F-HR 0001085146-22-003981 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-06-30
    13F 0 shares
    Change vs previous 13F -22,692 shares

    13F-HR 0001085146-22-002979 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2022-03-31
    13F 22,692 shares
    Change vs previous 13F -1,812 shares

    0.17% of the 13F portfolio, value $1,160,000.

    13F-HR 0001085146-22-001737 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-12-31
    13F 24,504 shares
    Change vs previous 13F +18 shares

    0.18% of the 13F portfolio, value $1,316,000.

    13F-HR 0001085146-22-000952 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-09-30
    13F 24,486 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,128,000.

    13F-HR 0001085146-21-003139 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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