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Disclosery

LPL Financial LLC: WTRG position timeline

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

LPL Financial LLC held 405,949 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 405,949 shares
    Change vs previous 13F +66,471 shares

    <0.01% of the 13F portfolio, value $15,551,914.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 339,478 shares
    Change vs previous 13F -2,625 shares

    <0.01% of the 13F portfolio, value $13,670,793.

    13F-HR 0001403438-26-000002 filed by LPL 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 ended2025-12-31
    13F 342,103 shares
    Change vs previous 13F -3,682 shares

    <0.01% of the 13F portfolio, value $13,123,069.

    13F-HR 0001403438-26-000001 filed by LPL 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 ended2025-09-30
    13F 345,785 shares
    Change vs previous 13F +62,285 shares

    <0.01% of the 13F portfolio, value $13,796,839.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 283,500 shares
    Change vs previous 13F -11,808 shares

    <0.01% of the 13F portfolio, value $10,529,193.

    13F-HR 0001403438-25-000005 filed by LPL 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 295,308 shares
    Change vs previous 13F +6,839 shares

    <0.01% of the 13F portfolio, value $11,673,540.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 288,469 shares
    Change vs previous 13F +10,941 shares

    <0.01% of the 13F portfolio, value $10,477,185.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 277,528 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,704,251.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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