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Livermore
Livermore
ZHEN

Bernardo Wealth Planning LLC

SEC CIK
0001765595
Latest filing
Jul 27, 2026

WTRG holding history

Essential Utilities, Inc. in every 13F filed by Bernardo Wealth Planning 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)
10,796
Value
$413.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of WTRG by Bernardo Wealth Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,796$413.6K0.1%00.0%UnchangedHolders
Q1 202610,796$434.7K0.1%−307−2.8%ReducedHolders
Q4 202511,103$425.9K0.1%+19+0.2%AddedHolders
Q3 202511,084$442.3K0.1%−542−4.7%ReducedHolders
Q2 202511,626$432.0K0.1%+296+2.6%AddedHolders
Q1 202511,330$448.0K0.1%+879+8.4%AddedHolders
Q4 202410,451$356.2K0.1%+30.0%AddedHolders
Q3 202410,448$419.0K0.1%−10,115−49.2%ReducedHolders
Q2 202420,563$767.6K0.2%+30.0%AddedHolders
Q1 202420,560$761.8K0.2%−289−1.4%ReducedHolders
Q4 202320,849$778.7K0.2%+255+1.2%AddedHolders
Q3 202320,594$707.0K0.3%−301−1.4%ReducedHolders
Q2 202320,895$833.9K0.3%00.0%UnchangedHolders
Q1 202320,895$912.1K0.4%00.0%UnchangedHolders
Q4 202220,895$997.3K0.5%00.0%UnchangedHolders
Q3 202220,895$854.0K0.5%00.0%UnchangedHolders
Q2 202220,895$958.0K0.5%00.0%UnchangedHolders
Q1 202220,895$1.07M0.5%+20.0%AddedHolders
Q4 202120,893$1.12M0.5%+10.0%AddedHolders
Q3 202120,892$962.0K0.6%−224−1.1%ReducedHolders
Q2 202121,116$965.0K0.6%−2,047−8.8%ReducedHolders
Q1 202123,163$1.04M0.7%––Holders

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