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RTD Financial Advisors, Inc.: WTRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RTD Financial Advisors, Inc. on WTRG, newest first. How the timeline and the estimate are built.

RTD Financial Advisors, Inc. held 9,238 WTRG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,238 shares
    Change vs previous 13F +2,135 shares

    0.04% of the 13F portfolio, value $362,038.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,103 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $272,116.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    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 7,103 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $286,038.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,103 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $272,472.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,103 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $283,410.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,103 shares
    Change vs previous 13F -147 shares

    0.03% of the 13F portfolio, value $263,806.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,250 shares
    Change vs previous 13F +147 shares

    0.04% of the 13F portfolio, value $286,593.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,103 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $257,981.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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