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Disclosery

Krilogy Financial LLC: WTRG position timeline

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

Krilogy Financial LLC held 7,101 WTRG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,101 shares
    Change vs previous 13F -1,974 shares

    0.01% of the 13F portfolio, value $278,004.

    13F-HR 0001659047-26-000008 filed by Krilogy Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,075 shares
    Change vs previous 13F +3,596 shares

    0.01% of the 13F portfolio, value $347,663.

    13F-HR 0001659047-26-000005 filed by Krilogy Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,479 shares
    Change vs previous 13F +5,479 shares

    0.01% of the 13F portfolio, value $212,147.

    13F-HR 0001659047-26-000004 filed by Krilogy Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -5,524 shares

    13F-HR 0001659047-26-000002 filed by Krilogy Financial 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.

  5. period ended2025-09-30
    13F 5,524 shares
    Change vs previous 13F +5,524 shares

    0.01% of the 13F portfolio, value $219,192.

    13F-HR 0001659047-25-000006 filed by Krilogy Financial 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 0 shares
    Change vs previous 13F -45,969 shares

    13F-HR 0001659047-25-000003 filed by Krilogy Financial 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.

  7. period ended2024-12-31
    13F 45,969 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,669,595.

    13F-HR 0001659047-25-000001 filed by Krilogy Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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