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Disclosery

HENNESSY ADVISORS INC: WTRG position timeline

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

HENNESSY ADVISORS INC held 112,300 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,300 shares
    Change vs previous 13F +12,000 shares

    0.14% of the 13F portfolio, value $4,302,213.

    13F-HR 0000897069-26-001507 filed by HENNESSY ADVISORS 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 100,300 shares
    Change vs previous 13F -4,000 shares

    0.15% of the 13F portfolio, value $4,039,081.

    13F-HR 0000897069-26-000920 filed by HENNESSY ADVISORS 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 104,300 shares
    Change vs previous 13F -1,900 shares

    0.14% of the 13F portfolio, value $4,000,948.

    13F-HR 0000897069-26-000187 filed by HENNESSY ADVISORS 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 106,200 shares
    Change vs previous 13F -16,000 shares

    0.15% of the 13F portfolio, value $4,237,380.

    13F-HR 0000897069-25-001587 filed by HENNESSY ADVISORS 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 122,200 shares
    Change vs previous 13F -45,600 shares

    0.15% of the 13F portfolio, value $4,538,508.

    13F-HR 0000897069-25-001186 filed by HENNESSY ADVISORS 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 167,800 shares
    Change vs previous 13F -7,700 shares

    0.22% of the 13F portfolio, value $6,633,134.

    13F-HR 0000897069-25-000822 filed by HENNESSY ADVISORS 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 175,500 shares
    Change vs previous 13F +4,800 shares

    0.19% of the 13F portfolio, value $6,374,160.

    13F-HR 0000897069-25-000103 filed by HENNESSY ADVISORS 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 170,700 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,583,899.

    13F-HR 0000897069-24-001965 filed by HENNESSY ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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