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Disclosery

Weaver C. Barksdale & Associates, Inc.: WTRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Weaver C. Barksdale & Associates, Inc. on WTRG, newest first. How the timeline and the estimate are built.

Weaver C. Barksdale & Associates, Inc. held 42,413 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,413 shares
    Change vs previous 13F -53 shares

    1.46% of the 13F portfolio, value $1,624,852.

    13F-HR 0001214659-26-010105 filed by Weaver C. Barksdale & Associates, 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 42,466 shares
    Change vs previous 13F +2,405 shares

    1.63% of the 13F portfolio, value $1,709,472.

    13F-HR 0001214659-26-006136 filed by Weaver C. Barksdale & Associates, 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 40,061 shares
    Change vs previous 13F -5,025 shares

    1.61% of the 13F portfolio, value $1,536,892.

    13F-HR 0001214659-26-001653 filed by Weaver C. Barksdale & Associates, 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 45,086 shares
    Change vs previous 13F -2,892 shares

    1.73% of the 13F portfolio, value $1,798,622.

    13F-HR 0001214659-25-016245 filed by Weaver C. Barksdale & Associates, 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 47,978 shares
    Change vs previous 13F -382 shares

    1.71% of the 13F portfolio, value $1,781,766.

    13F-HR 0001214659-25-011831 filed by Weaver C. Barksdale & Associates, 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 48,360 shares
    Change vs previous 13F -1,148 shares

    1.83% of the 13F portfolio, value $1,912,274.

    13F-HR 0001214659-25-007513 filed by Weaver C. Barksdale & Associates, 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 49,508 shares
    Change vs previous 13F -1,234 shares

    1.72% of the 13F portfolio, value $1,797,797.

    13F-HR 0001214659-25-002428 filed by Weaver C. Barksdale & Associates, 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 50,742 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $1,957,137.

    13F-HR 0001214659-24-018832 filed by Weaver C. Barksdale & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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