Ownership history in INCEPTIONR LLC · 5 quarters on record
This page tracks every 13F SEC filing in which INCEPTIONR LLC reported a position in ESSENTIAL UTILS INC (WTRG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 15,855 | -260 | -1.6% | 0.15% | $633K | $39.19 |
| 2025 Q2 | ADDED | 16,115 | +8,231 | +104.4% | 0.14% | $599K | $36.16 |
| 2025 Q1 | REDUCED | 7,884 | -8,285 | -51.2% | 0.09% | $312K | $38.17 |
| 2024 Q4 | REDUCED | 16,169 | -6,037 | -27.2% | 0.13% | $587K | $34.74 |
As of 2025 Q4 — sorted by position size