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Ameritas Investment Partners, Inc.: WTRG position timeline

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

Ameritas Investment Partners, Inc. held 68,480 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,480 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $2,623,468.

    13F-HR 0001055980-26-000004 filed by Ameritas Investment Partners, 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 68,480 shares
    Change vs previous 13F +270 shares

    0.08% of the 13F portfolio, value $2,757,690.

    13F-HR 0001055980-26-000003 filed by Ameritas Investment Partners, 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 68,210 shares
    Change vs previous 13F -2,165 shares

    0.08% of the 13F portfolio, value $2,616,536.

    13F-HR 0001055980-26-000002 filed by Ameritas Investment Partners, 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 70,375 shares
    Change vs previous 13F +806 shares

    0.09% of the 13F portfolio, value $2,807,964.

    13F-HR 0001055980-25-000009 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 70,375 shares
    • Ameritas Advisory Services, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 69,569 shares
    Change vs previous 13F +530 shares

    0.05% of the 13F portfolio, value $2,583,397.

    13F-HR 0001055980-25-000004 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 69,361 shares
    • Ameritas Advisory Services, LLC: 208 shares

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

  6. period ended2025-03-31
    13F 69,039 shares
    Change vs previous 13F -21,928 shares

    0.09% of the 13F portfolio, value $2,729,112.

    13F-HR 0001055980-25-000003 filed by Ameritas Investment Partners, 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 90,967 shares
    Change vs previous 13F -842 shares

    0.11% of the 13F portfolio, value $3,303,937.

    13F-HR 0001055980-25-000002 filed by Ameritas Investment Partners, 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 91,809 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,541,085.

    13F-HR 0001055980-24-000009 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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