ROTHSCHILD INVESTMENT LLC /IL: WTRG position timeline

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

ROTHSCHILD INVESTMENT LLC /IL held 22,583 WTRG shares at 2023-09-30 per its 13F-HR filed 2023-10-16.

the latest 13F is the newest step

period ended2023-09-30
13F 22,583 shares
Change vs previous 13F -702 shares
0.07% of the 13F portfolio, value $775,000.
13F-HR 0001020918-23-000009 filed by ROTHSCHILD INVESTMENT LLC /IL
Filed 2023-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 23,285 shares
Change vs previous 13F -150 shares
0.08% of the 13F portfolio, value $929,000.
13F-HR 0001020918-23-000007 filed by ROTHSCHILD INVESTMENT LLC /IL
Filed 2023-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 23,435 shares
Change vs previous 13F -120 shares
0.09% of the 13F portfolio, value $1,023,000.
13F-HR 0001020918-23-000004 filed by ROTHSCHILD INVESTMENT LLC /IL
Filed 2023-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-12-31
13F 23,555 shares
Change vs previous 13F 0 shares
0.1% of the 13F portfolio, value $1,124,000.
13F-HR 0001020918-23-000002 filed by ROTHSCHILD INVESTMENT LLC /IL
Filed 2023-01-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-09-30
13F 23,555 shares
Change vs previous 13F 0 shares
0.1% of the 13F portfolio, value $975,000.
13F-HR 0001020918-22-000008 filed by ROTHSCHILD INVESTMENT LLC /IL
Filed 2022-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 23,555 shares
Change vs previous 13F 0 shares
0.1% of the 13F portfolio, value $1,080,000.
13F-HR 0001020918-22-000006 filed by ROTHSCHILD INVESTMENT LLC /IL
Filed 2022-07-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 23,555 shares
Change vs previous 13F 0 shares
0.09% of the 13F portfolio, value $1,204,000.
13F-HR 0001020918-22-000004 filed by ROTHSCHILD INVESTMENT LLC /IL
Filed 2022-04-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-12-31
13F 23,555 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $1,265,000.
13F-HR 0001020918-22-000002 filed by ROTHSCHILD INVESTMENT LLC /IL
Filed 2022-01-24 (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).