LPL Financial LLC

Position in ARTNA — Artesian Resources Corp

CIK 1403438 FORT MILL, SC

Position in ARTNA

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,511,263

+$104,736 QoQ

Shares Held

44,462

+0.7% QoQ

Ownership

0.431%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#31

of 108 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

LPL Financial LLC holds $91,075,028 across 10 Utilities - Regulated Water names. ARTNA ranks #5 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	466,253	$61,349,569
2	WTRG	Essential Utilities, Inc.	405,949	$15,551,906
3	AWR	American States Water Co	56,489	$4,667,686
4	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	430,538	$2,488,509
5	ARTNA	Artesian Resources Corp This page	44,462	$1,511,263
6	YORW	York Water Co	45,144	$1,383,663
7	MSEX	Middlesex Water Co	22,605	$1,269,496
8	CWT	California Water Service Group	23,265	$1,131,842

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,511,263	44,462	+0.7%	Shares	Sole	2026-08-07
2026-03-31	$1,406,527	44,161	+1.1%	Shares	Sole	2026-05-06
2025-12-31	$1,381,072	43,691	+14.9%	Shares	Sole	2026-02-11
2025-09-30	$1,239,517	38,022	-1.8%	Shares	Sole	2025-11-12
2025-06-30	$1,299,678	38,727	-0.6%	Shares	Sole	2025-08-12
2025-03-31	$1,272,305	38,968	+1.7%	Shares	Sole	2025-05-07
2024-12-31	$1,211,836	38,325	-0.3%	Shares	Sole	2025-02-11
2024-09-30	$1,428,715	38,427	-2.3%	Shares	Sole	2024-11-08
2024-06-30	$1,382,420	39,318	+0.9%	Shares	Sole	2024-08-07
2024-03-31	$1,445,397	38,949	-0.9%	Shares	Sole	2024-05-10
2023-12-31	$1,629,855	39,321	-3.4%	Shares	Sole	2024-02-14
2023-09-30	$1,708,741	40,694	+0.6%	Shares	Sole	2023-11-13
2023-06-30	$1,909,624	40,441	-0.1%	Shares	Sole	2023-07-31
2023-03-31	$2,240,751	40,476	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.