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TFG Advisers LLC: WTRG position timeline

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

TFG Advisers LLC held 28,182 WTRG shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 28,182 shares
    Change vs previous 13F -589 shares

    0.36% of the 13F portfolio, value $1,046,693.

    13F-HR 0001172661-25-002655 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 28,771 shares
    Change vs previous 13F -1,146 shares

    0.41% of the 13F portfolio, value $1,137,301.

    13F-HR 0001172661-25-002152 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 29,917 shares
    Change vs previous 13F -1,066 shares

    0.39% of the 13F portfolio, value $1,086,602.

    13F-HR 0001172661-25-000380 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 30,983 shares
    Change vs previous 13F -1,602 shares

    0.43% of the 13F portfolio, value $1,195,008.

    13F-HR 0001172661-24-004324 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 32,585 shares
    Change vs previous 13F -3,946 shares

    0.47% of the 13F portfolio, value $1,216,388.

    13F-HR 0001172661-24-002908 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 36,531 shares
    Change vs previous 13F -3,845 shares

    0.53% of the 13F portfolio, value $1,353,456.

    13F-HR 0001172661-24-002012 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 40,376 shares
    Change vs previous 13F -1,936 shares

    0.63% of the 13F portfolio, value $1,508,042.

    13F-HR 0001172661-24-000780 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 42,312 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,452,584.

    13F-HR 0001172661-23-003461 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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