Essential Utils shares owned by Ledgewood Wealth Advisors
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Ledgewood Wealth Advisors
from 13F filings
Historical chart of Ledgewood Wealth Advisors investment in Essential Utils
Tip: Access up to 7 years of quarterly data
All positions including Essential Utils held by Ledgewood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Essential Utils by Ledgewood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $208k | 5.2k | 39.90 |
| 2025-03-31 | $206k | 5.2k | 39.53 |
| 2024-09-30 | $201k | 5.2k | 38.57 |