Simplicity Wealth,LLC

SEC CIK: 0001913243
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

WTRG holding history

Essential Utilities, Inc. in every 13F filed by Simplicity Wealth,LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WTRG overview All 13F holders of WTRG Full Q2 2026 holdings

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2024

Holdings of WTRG by Simplicity Wealth,LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−10,461−100.0%	Sold out	Holders
Q2 2024	10,461	$390.5K	<0.1%	−1,304−11.1%	Reduced	Holders
Q1 2024	11,765	$435.9K	<0.1%	+11,765	New	Holders