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JOHN G ULLMAN & ASSOCIATES INC: WTRG position timeline

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

JOHN G ULLMAN & ASSOCIATES INC held 380,232 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 380,232 shares
    Change vs previous 13F -23,317 shares

    1.77% of the 13F portfolio, value $14,566,688.

    13F-HR 0000919530-26-000003 filed by JOHN G ULLMAN & ASSOCIATES 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 403,549 shares
    Change vs previous 13F -1,901 shares

    2.15% of the 13F portfolio, value $16,250,918.

    13F-HR 0000919530-26-000002 filed by JOHN G ULLMAN & ASSOCIATES 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 405,450 shares
    Change vs previous 13F -59,475 shares

    2.07% of the 13F portfolio, value $15,553,062.

    13F-HR 0000919530-26-000001 filed by JOHN G ULLMAN & ASSOCIATES 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 464,925 shares
    Change vs previous 13F +198,923 shares

    2.5% of the 13F portfolio, value $18,550,507.

    13F-HR 0000919530-25-000006 filed by JOHN G ULLMAN & ASSOCIATES 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 266,002 shares
    Change vs previous 13F +5,100 shares

    1.47% of the 13F portfolio, value $9,879,314.

    13F-HR 0000919530-25-000003 filed by JOHN G ULLMAN & ASSOCIATES 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 260,902 shares
    Change vs previous 13F -21,148 shares

    1.59% of the 13F portfolio, value $10,313,456.

    13F-HR 0000919530-25-000002 filed by JOHN G ULLMAN & ASSOCIATES 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 282,050 shares
    Change vs previous 13F +69,928 shares

    1.51% of the 13F portfolio, value $10,244,056.

    13F-HR 0000919530-25-000001 filed by JOHN G ULLMAN & ASSOCIATES 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 212,122 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $8,181,546.

    13F-HR 0000919530-24-000004 filed by JOHN G ULLMAN & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

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