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Disclosery

ROWLANDMILLER & PARTNERS.ADV: WTRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROWLANDMILLER & PARTNERS.ADV on WTRG, newest first. How the timeline and the estimate are built.

ROWLANDMILLER & PARTNERS.ADV held 8,252 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 8,252 shares
    Change vs previous 13F -111 shares

    0.06% of the 13F portfolio, value $316,160.

    13F-HR 0000225816-26-000003 filed by ROWLANDMILLER & PARTNERS.ADV
    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 8,363 shares
    Change vs previous 13F +9 shares

    0.07% of the 13F portfolio, value $336,783.

    13F-HR 0000225816-26-000002 filed by ROWLANDMILLER & PARTNERS.ADV
    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 8,354 shares
    Change vs previous 13F +9 shares

    0.06% of the 13F portfolio, value $320,477.

    13F-HR 0000225816-26-000001 filed by ROWLANDMILLER & PARTNERS.ADV
    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 8,345 shares
    Change vs previous 13F -5,272 shares

    0.07% of the 13F portfolio, value $332,992.

    13F-HR 0000225816-25-000008 filed by ROWLANDMILLER & PARTNERS.ADV
    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 13,617 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $505,735.

    13F-HR 0000225816-25-000003 filed by ROWLANDMILLER & PARTNERS.ADV
    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 13,617 shares
    Change vs previous 13F -255 shares

    0.11% of the 13F portfolio, value $538,280.

    13F-HR 0000225816-25-000002 filed by ROWLANDMILLER & PARTNERS.ADV
    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 13,872 shares
    Change vs previous 13F -300 shares

    0.11% of the 13F portfolio, value $503,831.

    13F-HR 0000225816-25-000001 filed by ROWLANDMILLER & PARTNERS.ADV
    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 14,172 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $546,614.

    13F-HR 0000225816-24-000006 filed by ROWLANDMILLER & PARTNERS.ADV
    Filed (acceptance time not in the bulk data set), ingested

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