Skip to content
Disclosery

Providence Wealth Advisors, LLC: WTRG position timeline

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

Providence Wealth Advisors, LLC held 6,275 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 6,275 shares
    Change vs previous 13F -560 shares

    0.15% of the 13F portfolio, value $247,361.

    13F-HR 0001104659-26-088277 filed by Providence Wealth Advisors, 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 6,835 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $278,379.

    13F-HR 0001104659-26-055545 filed by Providence Wealth Advisors, 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 6,835 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $257,543.

    13F-HR 0001104659-26-011326 filed by Providence Wealth Advisors, 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 6,835 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $277,159.

    13F-HR 0001104659-25-106804 filed by Providence Wealth Advisors, 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 6,835 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $261,575.

    13F-HR 0001104659-25-076741 filed by Providence Wealth Advisors, 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 6,835 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $269,948.

    13F-HR 0001104659-25-045405 filed by Providence Wealth Advisors, 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 6,835 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $244,493.

    13F-HR 0001104659-25-011876 filed by Providence Wealth Advisors, 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 6,835 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $275,609.

    13F-HR 0001104659-24-118470 filed by Providence Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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