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Disclosery

First Affirmative Financial Network: WTRG position timeline

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

First Affirmative Financial Network held 9,577 WTRG shares at 2026-03-31 per its 13F-HR/A filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F/A 9,577 shares
    Change vs previous 13F +717 shares

    0.15% of the 13F portfolio, value $385,672.

    13F-HR/A 0001656282-26-000005 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 8,860 shares
    Change vs previous 13F +126 shares

    0.17% of the 13F portfolio, value $353,529.

    13F-HR 0001656282-25-000008 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 8,734 shares
    Change vs previous 13F -680 shares

    0.17% of the 13F portfolio, value $324,376.

    13F-HR 0001656282-25-000007 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 9,414 shares
    Change vs previous 13F -580 shares

    0.23% of the 13F portfolio, value $372,129.

    13F-HR 0001656282-25-000004 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 9,994 shares
    Change vs previous 13F +351 shares

    0.21% of the 13F portfolio, value $362,999.

    13F-HR 0001656282-25-000001 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 9,643 shares
    Change vs previous 13F +1,120 shares

    0.2% of the 13F portfolio, value $371,928.

    13F-HR 0001656282-24-000010 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 8,523 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $318,149.

    13F-HR 0001656282-24-000004 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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