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XPONANCE LLC: WTRG position timeline

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

XPONANCE LLC held 34,927 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,927 shares
    Change vs previous 13F -146 shares

    0.01% of the 13F portfolio, value $1,338,053.

    13F-HR 0001172661-26-003213 filed by XPONANCE LLC
    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 35,073 shares
    Change vs previous 13F -7,241 shares

    0.01% of the 13F portfolio, value $1,412,390.

    13F-HR 0001172661-26-001769 filed by XPONANCE LLC
    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 42,314 shares
    Change vs previous 13F -5,315 shares

    0.01% of the 13F portfolio, value $1,623,165.

    13F-HR 0001172661-26-000638 filed by XPONANCE LLC
    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 47,629 shares
    Change vs previous 13F +2,987 shares

    0.02% of the 13F portfolio, value $1,900,397.

    13F-HR 0001637541-25-000003 filed by XPONANCE LLC
    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 44,642 shares
    Change vs previous 13F +2,172 shares

    0.01% of the 13F portfolio, value $1,658,004.

    13F-HR 0001085146-25-005124 filed by XPONANCE LLC
    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 42,470 shares
    Change vs previous 13F +73 shares

    0.02% of the 13F portfolio, value $1,678,839.

    13F-HR 0001085146-25-002511 filed by XPONANCE LLC
    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 42,397 shares
    Change vs previous 13F +3,249 shares

    0.01% of the 13F portfolio, value $1,539,859.

    13F-HR 0001085146-25-000963 filed by XPONANCE LLC
    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 39,148 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,509,938.

    13F-HR 0001085146-24-005499 filed by XPONANCE LLC
    Filed (acceptance time not in the bulk data set), ingested

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