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Disclosery

RIA Advisory Group LLC: WTRG position timeline

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

RIA Advisory Group LLC held 8,570 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,570 shares
    Change vs previous 13F -25 shares

    0.07% of the 13F portfolio, value $328,311.

    13F-HR 0002085853-26-000817 filed by RIA Advisory 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 8,595 shares
    Change vs previous 13F -367 shares

    0.08% of the 13F portfolio, value $346,137.

    13F-HR 0002085853-26-000473 filed by RIA Advisory 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 8,962 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $343,782.

    13F-HR 0002085853-26-000163 filed by RIA Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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