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Lindenwold Advisors, INC: WTRG position timeline

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

Lindenwold Advisors, INC held 17,405 WTRG shares at 2025-09-30 per its 13F-HR filed 2025-12-16.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 17,405 shares
    Change vs previous 13F +9,943 shares

    0.33% of the 13F portfolio, value $694,459.

    13F-HR 0001874374-25-000002 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 7,462 shares
    Change vs previous 13F -34 shares

    0.14% of the 13F portfolio, value $277,139.

    13F-HR 0001085146-25-004151 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 7,496 shares
    Change vs previous 13F -129 shares

    0.16% of the 13F portfolio, value $296,317.

    13F-HR 0001085146-25-002830 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 7,625 shares
    Change vs previous 13F -305 shares

    0.15% of the 13F portfolio, value $276,940.

    13F-HR 0001085146-25-000958 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 7,930 shares
    Change vs previous 13F +364 shares

    0.15% of the 13F portfolio, value $305,860.

    13F-HR 0001085146-24-005435 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 7,566 shares
    Change vs previous 13F -56 shares

    0.15% of the 13F portfolio, value $282,439.

    13F-HR 0001085146-24-003770 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 7,622 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $282,395.

    13F-HR 0001085146-24-002368 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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