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Disclosery

New York Life Investment Management LLC: WTRG position timeline

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

New York Life Investment Management LLC held 33,588 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,588 shares
    Change vs previous 13F -166,351 shares

    0.01% of the 13F portfolio, value $1,286,756.

    13F-HR 0001133639-26-000005 filed by New York Life Investment Management 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 199,939 shares
    Change vs previous 13F +176,954 shares

    0.07% of the 13F portfolio, value $8,051,544.

    13F-HR 0001133639-26-000002 filed by New York Life Investment Management 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 22,985 shares
    Change vs previous 13F -3,998 shares

    0.01% of the 13F portfolio, value $881,705.

    13F-HR 0001133639-26-000001 filed by New York Life Investment Management 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 26,983 shares
    Change vs previous 13F +363 shares

    0.01% of the 13F portfolio, value $1,076,622.

    13F-HR 0001133639-25-000002 filed by New York Life Investment Management 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 26,620 shares
    Change vs previous 13F -3,939 shares

    0.01% of the 13F portfolio, value $988,667.

    13F-HR 0001085146-25-004443 filed by New York Life Investment Management 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 30,559 shares
    Change vs previous 13F +1,528 shares

    0.01% of the 13F portfolio, value $1,207,997.

    13F-HR 0001085146-25-002757 filed by New York Life Investment Management 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 29,031 shares
    Change vs previous 13F -2,478 shares

    0.01% of the 13F portfolio, value $1,054,406.

    13F-HR 0001085146-25-000773 filed by New York Life Investment Management 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 31,509 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,215,302.

    13F-HR 0001085146-24-005419 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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