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Disclosery

Secure Asset Management, LLC: WTRG position timeline

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

Secure Asset Management, LLC held 58,348 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,348 shares
    Change vs previous 13F +5,210 shares

    0.31% of the 13F portfolio, value $2,235,305.

    13F-HR 0002085853-26-000733 filed by Secure Asset Management, 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 53,138 shares
    Change vs previous 13F +2,854 shares

    0.34% of the 13F portfolio, value $2,139,884.

    13F-HR 0002085853-26-000323 filed by Secure Asset Management, 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 50,284 shares
    Change vs previous 13F +1,437 shares

    0.3% of the 13F portfolio, value $1,928,878.

    13F-HR 0002085853-26-000051 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 48,847 shares
    Change vs previous 13F +14,384 shares

    0.31% of the 13F portfolio, value $1,896,256.

    13F-HR 0002085853-25-000048 filed by Secure Asset Management, LLC
    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 34,463 shares
    Change vs previous 13F -17,999 shares

    0.24% of the 13F portfolio, value $1,279,971.

    13F-HR 0001667731-25-000760 filed by Secure Asset Management, LLC
    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 52,462 shares
    Change vs previous 13F +7,130 shares

    0.42% of the 13F portfolio, value $2,073,840.

    13F-HR 0001667731-25-000402 filed by Secure Asset Management, LLC
    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 45,332 shares
    Change vs previous 13F +4,920 shares

    0.25% of the 13F portfolio, value $1,646,447.

    13F-HR 0001667731-25-000054 filed by Secure Asset Management, LLC
    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 40,412 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,558,677.

    13F-HR 0001800692-24-000006 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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