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KINGS POINT CAPITAL MANAGEMENT: WTRG position timeline

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

KINGS POINT CAPITAL MANAGEMENT held 5,267 WTRG shares at 2022-03-31 per its 13F-HR filed 2022-05-13.

the latest 13F is the newest step

  1. period ended2022-03-31
    13F 5,267 shares
    Change vs previous 13F -379 shares

    0.02% of the 13F portfolio, value $269,000.

    13F-HR 0001388736-22-000003 filed by KINGS POINT CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-12-31
    13F 5,646 shares
    Change vs previous 13F +379 shares

    0.02% of the 13F portfolio, value $303,000.

    13F-HR 0001388736-22-000001 filed by KINGS POINT CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-09-30
    13F 5,267 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $243,000.

    13F-HR 0001388736-21-000005 filed by KINGS POINT CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-06-30
    13F/A 5,267 shares
    Change vs previous 13F +1,681 shares

    0.02% of the 13F portfolio, value $241,000.

    13F-HR/A 0001388736-21-000004 filed by KINGS POINT CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-03-31
    13F 3,586 shares
    Change vs previous 13F -36 shares

    0.02% of the 13F portfolio, value $160,000.

    13F-HR 0001388736-21-000002 filed by KINGS POINT CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-12-31
    13F 3,622 shares
    Change vs previous 13F +36 shares

    0.02% of the 13F portfolio, value $171,000.

    13F-HR 0001388736-21-000001 filed by KINGS POINT CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-09-30
    13F 3,586 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $144,000.

    13F-HR 0001388736-20-000005 filed by KINGS POINT CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-06-30
    13F 3,586 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $151,000.

    13F-HR 0001388736-20-000004 filed by KINGS POINT CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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