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Koss-Olinger Consulting, LLC: WTRG position timeline

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

Koss-Olinger Consulting, LLC held 0 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -19,901 shares

    13F-HR 0001861163-26-000011 filed by Koss-Olinger Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 19,901 shares
    Change vs previous 13F -642 shares

    0.07% of the 13F portfolio, value $801,416.

    13F-HR 0001861163-26-000006 filed by Koss-Olinger Consulting, 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 20,543 shares
    Change vs previous 13F -6,243 shares

    0.06% of the 13F portfolio, value $788,000.

    13F-HR 0001861163-26-000004 filed by Koss-Olinger Consulting, 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 26,786 shares
    Change vs previous 13F -30 shares

    0.08% of the 13F portfolio, value $995,000.

    13F-HR 0001861163-25-000012 filed by Koss-Olinger Consulting, 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 26,816 shares
    Change vs previous 13F -816 shares

    0.08% of the 13F portfolio, value $995,946.

    13F-HR 0001861163-25-000007 filed by Koss-Olinger Consulting, 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 27,632 shares
    Change vs previous 13F +16,622 shares

    0.09% of the 13F portfolio, value $1,092,000.

    13F-HR 0001861163-25-000005 filed by Koss-Olinger Consulting, 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 11,010 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $400,000.

    13F-HR 0001861163-25-000003 filed by Koss-Olinger Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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