REILLY FINANCIAL ADVISORS, LLC: WTRG position timeline

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

REILLY FINANCIAL ADVISORS, LLC held 5,115 WTRG shares at 2021-12-31 per its 13F-HR filed 2022-01-25.

the latest 13F is the newest step

period ended2021-12-31
13F 5,115 shares
Change vs previous 13F +5,115 shares
0.02% of the 13F portfolio, value $275,000.
13F-HR 0001363561-22-000002 filed by REILLY FINANCIAL ADVISORS, LLC
Filed 2022-01-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-09-30
13F 0 shares
Change vs previous 13F -6,080 shares
13F-HR 0001363561-21-000006 filed by REILLY FINANCIAL ADVISORS, LLC
Filed 2021-10-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2021-06-30
13F 6,080 shares
Change vs previous 13F -135 shares
0.02% of the 13F portfolio, value $278,000.
13F-HR 0001363561-21-000005 filed by REILLY FINANCIAL ADVISORS, LLC
Filed 2021-08-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-03-31
13F 6,215 shares
Change vs previous 13F -500 shares
0.02% of the 13F portfolio, value $278,000.
13F-HR 0001363561-21-000004 filed by REILLY FINANCIAL ADVISORS, LLC
Filed 2021-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-12-31
13F 6,715 shares
Change vs previous 13F 0 shares
0.03% of the 13F portfolio, value $318,000.
13F-HR 0001363561-21-000002 filed by REILLY FINANCIAL ADVISORS, LLC
Filed 2021-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-09-30
13F 6,715 shares
Change vs previous 13F -3,410 shares
0.03% of the 13F portfolio, value $270,000.
13F-HR 0001363561-20-000008 filed by REILLY FINANCIAL ADVISORS, LLC
Filed 2020-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-06-30
13F 10,125 shares
Change vs previous 13F -875 shares
0.05% of the 13F portfolio, value $428,000.
13F-HR 0001363561-20-000006 filed by REILLY FINANCIAL ADVISORS, LLC
Filed 2020-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-03-31
13F 11,000 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $448,000.
13F-HR 0001363561-20-000004 filed by REILLY FINANCIAL ADVISORS, LLC
Filed 2020-04-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC
Acceptance time not in the bulk data set (spec §4.2).