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Disclosery

Cerity Partners LLC: WTRG position timeline

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

Cerity Partners LLC held 104,650 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 104,650 shares
    Change vs previous 13F +33,091 shares

    <0.01% of the 13F portfolio, value $4,009,179.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 71,559 shares
    Change vs previous 13F +17,931 shares

    <0.01% of the 13F portfolio, value $2,881,660.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 53,628 shares
    Change vs previous 13F -3,256 shares

    <0.01% of the 13F portfolio, value $2,057,142.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 56,884 shares
    Change vs previous 13F +20,312 shares

    <0.01% of the 13F portfolio, value $2,269,676.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 36,572 shares
    Change vs previous 13F +3,996 shares

    <0.01% of the 13F portfolio, value $1,358,304.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 32,576 shares
    Change vs previous 13F -3,410 shares

    <0.01% of the 13F portfolio, value $1,287,710.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 35,986 shares
    Change vs previous 13F -215 shares

    <0.01% of the 13F portfolio, value $1,316,164.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 36,201 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,396,293.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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