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Disclosery

Tower Wealth Partners, Inc.: WTRG position timeline

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

Tower Wealth Partners, Inc. held 5,321 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,321 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $203,848.

    13F-HR 0001951757-26-001232 filed by Tower Wealth Partners, Inc.
    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 5,321 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $214,277.

    13F-HR 0001951757-26-000806 filed by Tower Wealth Partners, Inc.
    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 5,321 shares
    Change vs previous 13F -328 shares

    0.11% of the 13F portfolio, value $204,114.

    13F-HR 0001951757-26-000200 filed by Tower Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 5,649 shares
    Change vs previous 13F -358 shares

    0.12% of the 13F portfolio, value $225,395.

    13F-HR 0001951757-25-001319 filed by Tower Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 6,007 shares
    Change vs previous 13F -450 shares

    0.13% of the 13F portfolio, value $223,100.

    13F-HR 0001951757-25-000974 filed by Tower Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 6,457 shares
    Change vs previous 13F +28 shares

    0.14% of the 13F portfolio, value $255,245.

    13F-HR 0001951757-25-000305 filed by Tower Wealth Partners, Inc.
    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 6,429 shares
    Change vs previous 13F -400 shares

    0.12% of the 13F portfolio, value $233,501.

    13F-HR 0001951757-25-000210 filed by Tower Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,829 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $263,395.

    13F-HR 0001951757-24-001141 filed by Tower Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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