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Disclosery

Synergy Asset Management, LLC: WTRG position timeline

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

Synergy Asset Management, LLC held 66,112 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,112 shares
    Change vs previous 13F -14,769 shares

    0.24% of the 13F portfolio, value $2,532,751.

    13F-HR 0001699080-26-000007 filed by Synergy Asset 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 80,881 shares
    Change vs previous 13F +1,057 shares

    0.35% of the 13F portfolio, value $3,257,078.

    13F-HR 0001699080-26-000005 filed by Synergy Asset 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 79,824 shares
    Change vs previous 13F -154,355 shares

    0.32% of the 13F portfolio, value $3,062,049.

    13F-HR 0001699080-26-000002 filed by Synergy Asset 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 234,179 shares
    Change vs previous 13F +182,301 shares

    0.33% of the 13F portfolio, value $9,057,375.

    13F-HR 0001699080-25-000007 filed by Synergy Asset 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 51,878 shares
    Change vs previous 13F -76,844 shares

    0.22% of the 13F portfolio, value $1,926,749.

    13F-HR 0001699080-25-000006 filed by Synergy Asset 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 128,722 shares
    Change vs previous 13F -19,287 shares

    0.64% of the 13F portfolio, value $5,088,380.

    13F-HR 0001699080-25-000004 filed by Synergy Asset 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 148,009 shares
    Change vs previous 13F +71,222 shares

    0.43% of the 13F portfolio, value $5,528,515.

    13F-HR 0001699080-25-000002 filed by Synergy Asset 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 76,787 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,961,675.

    13F-HR 0001699080-24-000007 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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