Creative Planning

Position in ARTNA — Artesian Resources Corp

CIK 1540235 OVERLAND PARK, KS

Position in ARTNA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$311,280

+$44,412 QoQ

Shares Held

9,158

+15.2% QoQ

Ownership

0.089%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#58

of 108 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Creative Planning holds $27,334,912 across 8 Utilities - Regulated Water names. ARTNA ranks #8 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	86,061	$11,323,906
2	WTRG	Essential Utilities, Inc.	201,982	$7,737,929
3	AWR	American States Water Co	44,239	$3,655,468
4	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	286,971	$1,658,692
5	CWT	California Water Service Group	27,434	$1,334,664
6	HTO	H2o America	14,420	$876,303
7	YORW	York Water Co	14,247	$436,670
8	ARTNA	Artesian Resources Corp This page	9,158	$311,280

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$311,280	9,158	+15.2%	Shares	Sole	2026-08-13
2025-06-30	$266,868	7,952	-7.1%	Shares	Defined	2025-08-08
2024-09-30	$318,297	8,561	+26.0%	Shares	Defined	2024-10-11
2024-06-30	$238,982	6,797	-31.6%	Shares	Sole	2024-08-15
2024-03-31	$368,872	9,940	+107.9%	Shares	Defined	2024-05-13
2023-09-30	$200,711	4,780	-61.4%	Shares	Defined	2023-11-16
2021-03-31	$487,130	12,370	-6.1%	Shares	Sole	2021-04-30
2020-12-31	$488,269	13,168	0.0%	Shares	Sole	2021-01-29
2020-09-30	$453,900	13,168	0.0%	Shares	Sole	2020-11-05
2020-06-30	$477,866	13,168	0.0%	Shares	Sole	2020-07-23
2020-03-31	$492,219	13,168	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.