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Livermore
Livermore
ZHEN

Continuum Advisory, LLC

SEC CIK
0001846532
Latest filing
Aug 6, 2026

WTRG holding history

Essential Utilities, Inc. in every 13F filed by Continuum Advisory, 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)
69
Value
$2.64K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WTRG by Continuum Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202669$2.64K<0.1%−8,654−99.2%ReducedHolders
Q1 20268,723$351.3K<0.1%+7+0.1%AddedHolders
Q4 20258,716$334.3K<0.1%+10.0%AddedHolders
Q3 20258,715$347.7K<0.1%−8,658−49.8%ReducedHolders
Q2 202517,373$645.2K0.1%+53+0.3%AddedHolders
Q1 202517,320$684.7K0.1%−8,712−33.5%ReducedHolders
Q4 202426,032$945.5K0.1%00.0%UnchangedHolders
Q3 202426,032$996.0K0.1%00.0%UnchangedHolders
Q2 202426,032$971.8K0.1%00.0%UnchangedHolders
Q1 202426,032$1.01M0.2%−1,400−5.1%ReducedHolders
Q4 202327,432$1.02M0.1%+53+0.2%AddedHolders
Q3 202327,379$939.9K0.2%−5,000−15.4%ReducedHolders
Q2 202332,379$1.29M0.2%00.0%UnchangedHolders
Q1 202332,379$1.41M0.2%00.0%UnchangedHolders
Q4 202232,379$1.55M0.3%00.0%UnchangedHolders
Q3 202232,379$1.34M0.2%−373−1.1%ReducedHolders
Q2 202232,752$1.50M0.3%00.0%UnchangedHolders
Q1 202232,752$1.47M0.3%00.0%UnchangedHolders
Q4 202132,752$1.76M0.4%+373+1.2%AddedHolders
Q3 202132,379$1.49M0.4%00.0%UnchangedHolders
Q2 202132,379$1.48M0.5%00.0%UnchangedHolders
Q1 202132,379$1.53M0.6%––Holders

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