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Livermore
Livermore
ZHEN

GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

WTRG holding history

Essential Utilities, Inc. in every 13F filed by GWM Advisors 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 (Q2 2026)
37,939
Value
$1.45M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of WTRG by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202637,939$1.45M<0.1%+1,038+2.8%AddedHolders
Q1 202636,901$1.49M<0.1%+1,272+3.6%AddedHolders
Q4 202535,629$1.37M<0.1%+47+0.1%AddedHolders
Q3 202535,582$1.42M<0.1%+6,549+22.6%AddedHolders
Q2 202529,033$1.08M<0.1%−641−2.2%ReducedHolders
Q1 202529,674$1.17M<0.1%+530+1.8%AddedHolders
Q4 202429,144$1.06M<0.1%+26,517+1,009.4%AddedHolders
Q3 20242,627$101.3K<0.1%−1,000−27.6%ReducedHolders
Q2 20243,627$135.4K<0.1%−65−1.8%ReducedHolders
Q1 20243,692$136.8K<0.1%−304−7.6%ReducedHolders
Q4 20233,996$149.3K<0.1%+2,951+282.4%AddedHolders
Q3 20231,045$35.9K<0.1%−111−9.6%ReducedHolders
Q2 20231,156$46.1K<0.1%−119−9.3%ReducedHolders
Q1 20231,275$55.6K<0.1%−4,984−79.6%ReducedHolders
Q4 20226,259$238.1K<0.1%−7,561−54.7%ReducedHolders
Q3 202213,820$572.0K<0.1%−57−0.4%ReducedHolders
Q2 202213,877$637.0K<0.1%+590+4.4%AddedHolders
Q1 202213,287$679.0K<0.1%+14+0.1%AddedHolders
Q4 202113,273$713.0K<0.1%+13,273NewHolders
Q2 20210$00.0%−37,934−100.0%Sold outHolders
Q1 202137,934$1.70M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.