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Private Advisor Group, LLC: WTRG position timeline

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

Private Advisor Group, LLC held 37,225 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,225 shares
    Change vs previous 13F -15,322 shares

    0.01% of the 13F portfolio, value $1,426,089.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 52,547 shares
    Change vs previous 13F -13,130 shares

    0.01% of the 13F portfolio, value $2,116,078.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 65,677 shares
    Change vs previous 13F -9,269 shares

    0.01% of the 13F portfolio, value $2,519,388.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 74,946 shares
    Change vs previous 13F -1,831 shares

    0.01% of the 13F portfolio, value $2,990,368.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 76,777 shares
    Change vs previous 13F +5,376 shares

    0.02% of the 13F portfolio, value $2,851,505.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 71,401 shares
    Change vs previous 13F -14,195 shares

    0.02% of the 13F portfolio, value $2,822,445.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 85,596 shares
    Change vs previous 13F -17,515 shares

    0.02% of the 13F portfolio, value $3,108,860.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, 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 103,111 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,976,977.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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