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Disclosery

Focus Partners Wealth: WTRG position timeline

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

Focus Partners Wealth held 49,342 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,342 shares
    Change vs previous 13F +9,011 shares

    <0.01% of the 13F portfolio, value $1,890,359.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 39,799 shares
    • Focus Partners Advisor Solutions, LLC: 9,543 shares

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

  2. period ended2026-03-31
    13F 40,331 shares
    Change vs previous 13F +8,749 shares

    <0.01% of the 13F portfolio, value $1,624,127.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 31,582 shares
    Change vs previous 13F +6,087 shares

    <0.01% of the 13F portfolio, value $1,217,296.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 25,495 shares
    Change vs previous 13F -316 shares

    <0.01% of the 13F portfolio, value $1,007,556.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 25,811 shares
    Change vs previous 13F +3,489 shares

    <0.01% of the 13F portfolio, value $958,661.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 22,322 shares
    Change vs previous 13F -1,331 shares

    <0.01% of the 13F portfolio, value $882,405.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 23,653 shares
    Change vs previous 13F +4,021 shares

    <0.01% of the 13F portfolio, value $859,085.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 19,632 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $757,253.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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