Skip to content
Disclosery

GREENLEAF TRUST: WTRG position timeline

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

GREENLEAF TRUST held 5,406 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,406 shares
    Change vs previous 13F -601 shares

    <0.01% of the 13F portfolio, value $207,104.

    13F-HR 0001162170-26-000006 filed by GREENLEAF TRUST
    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 6,007 shares
    Change vs previous 13F -1,765 shares

    <0.01% of the 13F portfolio, value $241,902.

    13F-HR 0001162170-26-000005 filed by GREENLEAF TRUST
    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 7,772 shares
    Change vs previous 13F +1,432 shares

    <0.01% of the 13F portfolio, value $298,134.

    13F-HR 0001162170-26-000002 filed by GREENLEAF TRUST
    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 6,340 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $252,966.

    13F-HR 0001162170-25-000007 filed by GREENLEAF TRUST
    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 6,347 shares
    Change vs previous 13F -387 shares

    <0.01% of the 13F portfolio, value $235,727.

    13F-HR 0001162170-25-000006 filed by GREENLEAF TRUST
    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 6,734 shares
    Change vs previous 13F -370 shares

    <0.01% of the 13F portfolio, value $266,195.

    13F-HR 0001162170-25-000005 filed by GREENLEAF TRUST
    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 7,104 shares
    Change vs previous 13F -255 shares

    <0.01% of the 13F portfolio, value $258,017.

    13F-HR 0001162170-25-000001 filed by GREENLEAF TRUST
    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 7,359 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $283,837.

    13F-HR 0001162170-24-000006 filed by GREENLEAF TRUST
    Filed (acceptance time not in the bulk data set), ingested

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