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Disclosery

TOTH FINANCIAL ADVISORY CORP: WTRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOTH FINANCIAL ADVISORY CORP on WTRG, newest first. How the timeline and the estimate are built.

TOTH FINANCIAL ADVISORY CORP held 103,740 WTRG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 103,740 shares
    Change vs previous 13F -16,627 shares

    0.41% of the 13F portfolio, value $4,065,584.

    13F-HR 0000866780-26-000004 filed by TOTH FINANCIAL ADVISORY CORP
    Accepted , ingested

  2. period ended2026-06-30
    13F 120,367 shares
    Change vs previous 13F -9,953 shares

    0.45% of the 13F portfolio, value $4,611,250.

    13F-HR 0000866780-26-000003 filed by TOTH FINANCIAL ADVISORY CORP
    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 130,320 shares
    Change vs previous 13F -4,344 shares

    0.58% of the 13F portfolio, value $5,248,004.

    13F-HR 0000866780-26-000002 filed by TOTH FINANCIAL ADVISORY CORP
    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 134,664 shares
    Change vs previous 13F +6,865 shares

    0.56% of the 13F portfolio, value $5,165,718.

    13F-HR 0000866780-26-000001 filed by TOTH FINANCIAL ADVISORY CORP
    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 127,799 shares
    Change vs previous 13F +17,504 shares

    0.55% of the 13F portfolio, value $5,099,166.

    13F-HR 0000866780-25-000005 filed by TOTH FINANCIAL ADVISORY CORP
    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 110,295 shares
    Change vs previous 13F +17,560 shares

    0.48% of the 13F portfolio, value $4,096,352.

    13F-HR 0000866780-25-000003 filed by TOTH FINANCIAL ADVISORY CORP
    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 92,735 shares
    Change vs previous 13F +5,979 shares

    0.44% of the 13F portfolio, value $3,665,814.

    13F-HR 0000866780-25-000002 filed by TOTH FINANCIAL ADVISORY CORP
    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 86,756 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,150,983.

    13F-HR 0000866780-25-000001 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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