VERUS WEALTH MANAGEMENT, LLC: WTRG position timeline

VERUS WEALTH MANAGEMENT, LLC held 0 WTRG shares at 2025-12-31 per its 13F-HR filed 2026-01-16.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -10,137 shares

   13F-HR 0002042938-26-000001 filed by VERUS WEALTH MANAGEMENT, LLC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 10,137 shares

   Change vs previous 13F +86 shares

   0.38% of the 13F portfolio, value $404,470.

   13F-HR 0002042938-25-000007 filed by VERUS WEALTH MANAGEMENT, LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 10,051 shares

   Change vs previous 13F +84 shares

   0.38% of the 13F portfolio, value $373,287.

   13F-HR 0002042938-25-000005 filed by VERUS WEALTH MANAGEMENT, LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 9,967 shares

   Change vs previous 13F +20 shares

   0.43% of the 13F portfolio, value $393,999.

   13F-HR 0002042938-25-000004 filed by VERUS WEALTH MANAGEMENT, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F/A 9,947 shares

   Change vs previous 13F not available

   0.41% of the 13F portfolio, value $361,258.

   13F-HR/A 0002042938-25-000002 filed by VERUS WEALTH MANAGEMENT, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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