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Disclosery

Kingdom Financial Group LLC.: WTRG position timeline

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

Kingdom Financial Group LLC. held 24,402 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,402 shares
    Change vs previous 13F +1,265 shares

    0.24% of the 13F portfolio, value $934,852.

    13F-HR 0001962236-26-000004 filed by Kingdom Financial Group 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 23,137 shares
    Change vs previous 13F -132 shares

    0.27% of the 13F portfolio, value $931,741.

    13F-HR 0001962236-26-000003 filed by Kingdom Financial Group 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 23,269 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $892,611.

    13F-HR 0001962236-26-000001 filed by Kingdom Financial Group LLC.
    Filed (acceptance time not in the bulk data set), ingested

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