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Disclosery

FSA WEALTH PARTNERS, INC.: WTRG position timeline

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

FSA WEALTH PARTNERS, INC. held 8,374 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,374 shares
    Change vs previous 13F +4 shares

    0.08% of the 13F portfolio, value $320,808.

    13F-HR 0001705819-26-000048 filed by FSA WEALTH PARTNERS, 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 8,370 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $337,060.

    13F-HR 0001705819-26-000030 filed by FSA WEALTH PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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