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Disclosery

Mendel Money Management: WTRG position timeline

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

Mendel Money Management held 7,815 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,815 shares
    Change vs previous 13F -1,525 shares

    0.11% of the 13F portfolio, value $299,393.

    13F-HR 0001600585-26-000005 filed by Mendel Money Management
    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 9,340 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $376,122.

    13F-HR 0001600585-26-000003 filed by Mendel Money Management
    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 9,340 shares
    Change vs previous 13F -100 shares

    0.15% of the 13F portfolio, value $358,282.

    13F-HR 0001600585-26-000002 filed by Mendel Money Management
    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 9,440 shares
    Change vs previous 13F +50 shares

    0.16% of the 13F portfolio, value $376,656.

    13F-HR 0001600585-25-000005 filed by Mendel Money Management
    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 9,390 shares
    Change vs previous 13F +100 shares

    0.15% of the 13F portfolio, value $348,745.

    13F-HR 0001085146-25-004446 filed by Mendel Money Management
    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 9,290 shares
    Change vs previous 13F +210 shares

    0.17% of the 13F portfolio, value $367,234.

    13F-HR 0001085146-25-002647 filed by Mendel Money Management
    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 9,080 shares
    Change vs previous 13F +40 shares

    0.15% of the 13F portfolio, value $329,786.

    13F-HR 0001085146-25-001016 filed by Mendel Money Management
    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 9,040 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $348,673.

    13F-HR 0001085146-24-005406 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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