Skip to content
Disclosery

TRUIST FINANCIAL CORP: WTRG position timeline

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

TRUIST FINANCIAL CORP held 17,695 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,695 shares
    Change vs previous 13F +3,218 shares

    <0.01% of the 13F portfolio, value $677,895.

    13F-HR 0000092230-26-000097 filed by TRUIST FINANCIAL CORP
    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 14,477 shares
    Change vs previous 13F +152 shares

    <0.01% of the 13F portfolio, value $582,997.

    13F-HR 0000092230-26-000059 filed by TRUIST FINANCIAL CORP
    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 14,325 shares
    Change vs previous 13F -8,363 shares

    <0.01% of the 13F portfolio, value $549,493.

    13F-HR 0000092230-26-000025 filed by TRUIST FINANCIAL CORP
    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 22,688 shares
    Change vs previous 13F -4,054 shares

    <0.01% of the 13F portfolio, value $905,245.

    13F-HR 0000092230-25-000158 filed by TRUIST FINANCIAL CORP
    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 26,742 shares
    Change vs previous 13F +4,965 shares

    <0.01% of the 13F portfolio, value $993,193.

    13F-HR 0000092230-25-000119 filed by TRUIST FINANCIAL CORP
    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 21,777 shares
    Change vs previous 13F +4,134 shares

    <0.01% of the 13F portfolio, value $860,844.

    13F-HR 0000092230-25-000046 filed by TRUIST FINANCIAL CORP
    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 17,643 shares
    Change vs previous 13F -592 shares

    <0.01% of the 13F portfolio, value $640,796.

    13F-HR 0000092230-25-000014 filed by TRUIST FINANCIAL CORP
    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 18,235 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $703,338.

    13F-HR 0000092230-24-000094 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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