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MERCER GLOBAL ADVISORS INC /ADV: WTRG position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 98,527 WTRG shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 98,527 shares
    Change vs previous 13F +33,531 shares

    <0.01% of the 13F portfolio, value $3,774,582.

    13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 64,996 shares
    Change vs previous 13F +10,116 shares

    <0.01% of the 13F portfolio, value $2,617,372.

    13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 54,880 shares
    Change vs previous 13F +3,845 shares

    <0.01% of the 13F portfolio, value $2,105,195.

    13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 51,035 shares
    Change vs previous 13F +13,784 shares

    <0.01% of the 13F portfolio, value $2,036,304.

    13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 37,251 shares
    Change vs previous 13F +5,616 shares

    <0.01% of the 13F portfolio, value $1,383,485.

    13F-HR 0000853758-25-000006 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 31,635 shares
    Change vs previous 13F -838 shares

    <0.01% of the 13F portfolio, value $1,250,516.

    13F-HR 0000853758-25-000005 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 32,473 shares
    Change vs previous 13F -3,089 shares

    <0.01% of the 13F portfolio, value $1,179,418.

    13F-HR 0000853758-25-000002 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 35,562 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,363,258.

    13F-HR 0000853758-24-000010 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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