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Disclosery

Ridgewood Investments LLC: WTRG position timeline

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

Ridgewood Investments LLC held 24,790 WTRG shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,790 shares
    Change vs previous 13F +3,870 shares

    0.36% of the 13F portfolio, value $971,520.

    13F-HR 0001703556-26-000010 filed by Ridgewood Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,920 shares
    Change vs previous 13F +10,254 shares

    0.3% of the 13F portfolio, value $801,445.

    13F-HR 0001703556-26-000007 filed by Ridgewood Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,666 shares
    Change vs previous 13F +10,666 shares

    0.18% of the 13F portfolio, value $429,520.

    13F-HR 0001703556-26-000004 filed by Ridgewood Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -63 shares

    13F-HR 0001703556-25-000003 filed by Ridgewood Investments 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 ended2024-12-31
    13F 63 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,288.

    13F-HR 0001703556-25-000002 filed by Ridgewood Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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