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GUGGENHEIM CAPITAL LLC: WTRG position timeline

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

GUGGENHEIM CAPITAL LLC held 140,272 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 140,272 shares
    Change vs previous 13F -8,309 shares

    0.03% of the 13F portfolio, value $5,373,820.

    13F-HR 0001283072-26-000004 filed by GUGGENHEIM CAPITAL 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 148,581 shares
    Change vs previous 13F +6,569 shares

    0.05% of the 13F portfolio, value $5,983,357.

    13F-HR 0001283072-26-000003 filed by GUGGENHEIM CAPITAL 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 142,012 shares
    Change vs previous 13F +17,214 shares

    0.04% of the 13F portfolio, value $5,447,580.

    13F-HR 0001283072-26-000002 filed by GUGGENHEIM CAPITAL 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 124,798 shares
    Change vs previous 13F +13,949 shares

    0.04% of the 13F portfolio, value $4,979,440.

    13F-HR 0001283072-25-000005 filed by GUGGENHEIM CAPITAL 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 110,849 shares
    Change vs previous 13F +23,519 shares

    0.03% of the 13F portfolio, value $4,116,932.

    13F-HR 0001283072-25-000004 filed by GUGGENHEIM CAPITAL 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 87,330 shares
    Change vs previous 13F +29,816 shares

    0.03% of the 13F portfolio, value $3,452,155.

    13F-HR 0001283072-25-000002 filed by GUGGENHEIM CAPITAL 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 57,514 shares
    Change vs previous 13F -2,002 shares

    0.02% of the 13F portfolio, value $2,088,909.

    13F-HR 0001283072-25-000001 filed by GUGGENHEIM CAPITAL 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 59,516 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,295,532.

    13F-HR 0001283072-24-000007 filed by GUGGENHEIM CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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