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Disclosery

Invesco Ltd.: WTRG position timeline

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

Invesco Ltd. held 2,401,088 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 2,401,088 shares
    Change vs previous 13F -1,868,550 shares

    0.01% of the 13F portfolio, value $91,985,682.

    13F-HR 0000914208-26-000343 filed by Invesco Ltd.
    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/A 4,269,638 shares
    Change vs previous 13F +306,797 shares

    0.02% of the 13F portfolio, value $171,938,322.

    13F-HR 0000914208-26-000193 filed by Invesco Ltd.
    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/A 3,962,841 shares
    Change vs previous 13F +33,292 shares

    0.01% of the 13F portfolio, value $152,014,581.

    13F-HR 0000914208-26-000071 filed by Invesco Ltd.
    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 3,929,549 shares
    Change vs previous 13F +427,169 shares

    0.02% of the 13F portfolio, value $156,789,007.

    13F-HR 0000914208-25-000430 filed by Invesco Ltd.
    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 3,502,380 shares
    Change vs previous 13F -17,168 shares

    0.02% of the 13F portfolio, value $130,078,393.

    13F-HR 0000914208-25-000341 filed by Invesco Ltd.
    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 3,519,548 shares
    Change vs previous 13F -170,568 shares

    0.03% of the 13F portfolio, value $139,127,731.

    13F-HR 0000914208-25-000230 filed by Invesco Ltd.
    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 3,690,116 shares
    Change vs previous 13F +236,250 shares

    0.02% of the 13F portfolio, value $134,025,012.

    13F-HR 0000914208-25-000103 filed by Invesco Ltd.
    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 3,453,866 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $133,215,613.

    13F-HR 0000914208-24-000547 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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