Joel Isaacson & Co., LLC
- SEC CIK
- 0001599330
- Latest filing
- Aug 4, 2026
WTRG holding history
Essential Utilities, Inc. in every 13F filed by Joel Isaacson & Co., LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WTRG overviewAll 13F holders of WTRGFull Q2 2026 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −5,025−100.0% | Sold out | Holders |
| Q2 2023 | 5,025 | $200.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 5,025 | $219.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 5,025 | $239.8K | <0.1% | −1,983−28.3% | Reduced | Holders |
| Q3 2022 | 7,008 | $290.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 7,008 | $321.0K | <0.1% | +1,250+21.7% | Added | Holders |
| Q1 2022 | 5,758 | $280.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 5,758 | $309.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 5,758 | $265.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 5,758 | $263.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2021 | 5,758 | $258.0K | <0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.