TD PRIVATE CLIENT WEALTH LLC

Position in AWR — American States Water Co

CIK 1551017 NEW YORK, NY

Position in AWR

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,487

+$241 QoQ

Shares Held

+5.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#381

of 408 holders

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

TD PRIVATE CLIENT WEALTH LLC holds $254,202 across 4 Utilities - Regulated Water names. AWR ranks #3 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTRG	Essential Utilities, Inc.	5,667	$217,102
2	AWK	American Water Works Company, Inc.	266	$35,000
3	AWR	American States Water Co This page	18	$1,487
4	YORW	York Water Co	20	$613

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,487	18	+5.9%	Shares	Defined	2026-08-04
2025-09-30	$1,246	17	+142.9%	Shares	Defined	2025-10-27
2021-09-30	$598	7	0.0%	Shares	Defined	2024-08-16
2021-06-30	$556	7	0.0%	Shares	Defined	2024-08-16
2021-03-31	$529	7	0.0%	Shares	Defined	2024-08-16
2020-12-31	$556	7	0.0%	Shares	Defined	2024-08-16
2020-09-30	$524	7	0.0%	Shares	Defined	2024-08-16
2020-06-30	$550	7	0.0%	Shares	Defined	2024-08-16
2020-03-31	$572	7	—	Shares	Defined	2024-08-16
No filing history on record for this holder in this stock.