RAFFA WEALTH MANAGEMENT, LLC

Position in AWR — American States Water Co

CIK 1631073 WASHINGTON, DC

Position in AWR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$82

-$977 QoQ

Shares Held

-92.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#407

of 408 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $10,556 across 3 Utilities - Regulated Water names. AWR ranks #3 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	70	$9,210
2	WTRG	Essential Utilities, Inc.	33	$1,264
3	AWR	American States Water Co This page	1	$82

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$82	1	-92.3%	Shares	Sole	2026-07-27
2022-06-30	$1,059	13	0.0%	Shares	Sole	2026-07-27
2022-03-31	$1,157	13	0.0%	Shares	Sole	2026-07-27
2021-12-31	$1,344	13	-7.1%	Shares	Sole	2026-07-27
2021-09-30	$1,197	14	+7.7%	Shares	Sole	2026-07-27
2021-06-30	$1,034	13	+30.0%	Shares	Sole	2026-07-27
2021-03-31	$756	10	0.0%	Shares	Sole	2026-07-27
2020-12-31	$795	10	+42.9%	Shares	Sole	2026-07-27
2020-09-30	$524	7	-76.7%	Shares	Sole	2026-07-27
2020-03-31	$2,452	30	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.