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Disclosery

Jacobi Capital Management LLC: WTRG position timeline

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

Jacobi Capital Management LLC held 73,144 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,144 shares
    Change vs previous 13F +1,014 shares

    0.14% of the 13F portfolio, value $2,802,137.

    13F-HR 0001689646-26-000007 filed by Jacobi Capital Management LLC
    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 72,130 shares
    Change vs previous 13F +655 shares

    0.16% of the 13F portfolio, value $2,904,644.

    13F-HR 0001689646-26-000004 filed by Jacobi Capital Management LLC
    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 71,475 shares
    Change vs previous 13F -1,082 shares

    0.16% of the 13F portfolio, value $2,741,766.

    13F-HR 0001689646-26-000002 filed by Jacobi Capital Management LLC
    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 72,557 shares
    Change vs previous 13F -5,462 shares

    0.18% of the 13F portfolio, value $2,895,033.

    13F-HR 0001689646-25-000009 filed by Jacobi Capital Management LLC
    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 78,019 shares
    Change vs previous 13F +4,995 shares

    0.19% of the 13F portfolio, value $2,897,656.

    13F-HR 0001689646-25-000007 filed by Jacobi Capital Management LLC
    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 73,024 shares
    Change vs previous 13F +5,257 shares

    0.21% of the 13F portfolio, value $2,886,612.

    13F-HR 0001689646-25-000006 filed by Jacobi Capital Management LLC
    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 67,767 shares
    Change vs previous 13F +2,393 shares

    0.18% of the 13F portfolio, value $2,461,297.

    13F-HR 0001689646-25-000001 filed by Jacobi Capital Management LLC
    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 65,374 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,521,446.

    13F-HR 0001689646-24-000006 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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