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Disclosery

ALPS ADVISORS INC: WTRG position timeline

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

ALPS ADVISORS INC held 125,429 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,429 shares
    Change vs previous 13F +3,727 shares

    0.02% of the 13F portfolio, value $4,805,185.

    13F-HR 0001398344-26-013014 filed by ALPS ADVISORS 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 121,702 shares
    Change vs previous 13F -5,894 shares

    0.02% of the 13F portfolio, value $4,900,940.

    13F-HR 0001398344-26-008816 filed by ALPS ADVISORS 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 127,596 shares
    Change vs previous 13F -6,367 shares

    0.03% of the 13F portfolio, value $4,894,583.

    13F-HR 0001398344-26-002827 filed by ALPS ADVISORS 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 133,963 shares
    Change vs previous 13F +57,689 shares

    0.03% of the 13F portfolio, value $5,345,124.

    13F-HR 0001398344-25-020370 filed by ALPS ADVISORS 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 76,274 shares
    Change vs previous 13F -546 shares

    0.02% of the 13F portfolio, value $2,832,816.

    13F-HR 0001398344-25-014895 filed by ALPS ADVISORS 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 76,820 shares
    Change vs previous 13F +5,551 shares

    0.02% of the 13F portfolio, value $3,036,695.

    13F-HR 0001398344-25-008194 filed by ALPS ADVISORS 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 71,269 shares
    Change vs previous 13F +10,556 shares

    0.02% of the 13F portfolio, value $2,588,490.

    13F-HR 0001398344-25-002624 filed by ALPS ADVISORS 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 60,713 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,341,700.

    13F-HR 0001398344-24-020485 filed by ALPS ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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