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Disclosery

Wedmont Private Capital: WTRG position timeline

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

Wedmont Private Capital held 8,058 WTRG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,058 shares
    Change vs previous 13F +2,851 shares

    0.01% of the 13F portfolio, value $312,001.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,207 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $200,881.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).