ENVESTNET ASSET MANAGEMENT INC: WTRG position timeline

ENVESTNET ASSET MANAGEMENT INC held 95,015 WTRG shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 95,015 shares

   Change vs previous 13F +9,807 shares

   <0.01% of the 13F portfolio, value $3,639,169.

   13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
   Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 81,214 shares
   • Envestnet Portfolio Solutions, Inc.: 13,801 shares
2. period ended2026-03-31

   13F 85,208 shares

   Change vs previous 13F -1,824 shares

   <0.01% of the 13F portfolio, value $3,431,318.

   13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 71,577 shares
   • Envestnet Portfolio Solutions, Inc.: 13,631 shares

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

3. period ended2025-12-31

   13F 87,032 shares

   Change vs previous 13F -14,058 shares

   <0.01% of the 13F portfolio, value $3,338,557.

   13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 73,678 shares
   • Envestnet Portfolio Solutions, Inc.: 13,354 shares

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

4. period ended2025-09-30

   13F 101,090 shares

   Change vs previous 13F -20,651 shares

   <0.01% of the 13F portfolio, value $4,033,487.

   13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 87,986 shares
   • Envestnet Portfolio Solutions, Inc.: 13,104 shares

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

5. period ended2025-06-30

   13F 121,741 shares

   Change vs previous 13F +14,501 shares

   <0.01% of the 13F portfolio, value $4,521,469.

   13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 107,405 shares
   • Envestnet Portfolio Solutions, Inc.: 14,336 shares

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

6. period ended2025-03-31

   13F 107,240 shares

   Change vs previous 13F +4,015 shares

   <0.01% of the 13F portfolio, value $4,239,214.

   13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 103,225 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $3,749,126.

   13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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