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Disclosery

Oak Thistle LLC: WTRG position timeline

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

Oak Thistle LLC held 0 WTRG shares at 2025-09-30 per its 13F-HR filed 2025-10-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -12,488 shares

    13F-HR 0001755987-25-000008 filed by Oak Thistle 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.

  2. period ended2025-06-30
    13F 12,488 shares
    Change vs previous 13F -16,037 shares

    0.07% of the 13F portfolio, value $463,804.

    13F-HR 0001755987-25-000006 filed by Oak Thistle LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 28,525 shares
    Change vs previous 13F +28,525 shares

    0.23% of the 13F portfolio, value $1,127,594.

    13F-HR 0001755987-25-000005 filed by Oak Thistle LLC
    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 0 shares
    Change vs previous 13F -32,722 shares

    13F-HR 0001755987-25-000001 filed by Oak Thistle 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 ended2024-09-30
    13F 32,722 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,262,087.

    13F-HR 0001755987-24-000007 filed by Oak Thistle LLC
    Filed (acceptance time not in the bulk data set), ingested

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