RIA Advisory Group LLC

SEC CIK: 0001958384
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

WTRG holding history

Essential Utilities, Inc. in every 13F filed by RIA Advisory Group 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 (Q2 2026): 8,570
Value: $328.3K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of WTRG by RIA Advisory Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,570	$328.3K	0.1%	−25−0.3%	Reduced	Holders
Q1 2026	8,595	$346.1K	0.1%	−367−4.1%	Reduced	Holders
Q4 2025	8,962	$343.8K	0.1%	+8,962	New	Holders