Financial Gravity Companies, Inc.
Position in AWR — American States Water Co
CIK 1377167
Lakeway, TX
Position in AWR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$165
-$524 QoQ
Shares Held
2
-77.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#405
of 408 holders
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Financial Gravity Companies, Inc. holds $4,498 across 5 Utilities - Regulated Water names. AWR ranks #3 (3.7% of the industry book) .
All Filings in AWR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $165 | 2 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $689 | 9 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $932 | 12 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||