Anchor Investment Management, LLC

Position in AWR — American States Water Co

CIK 1634149 COLUMBIA, SC

Position in AWR

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$47,489

+$2,262 QoQ

Shares Held

628

+0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Mar 31, 2026

Anchor Investment Management, LLC holds $724,899 across 3 Utilities - Regulated Water names. AWR ranks #3 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	3,320	$451,818
2	WTRG	Essential Utilities, Inc.	5,602	$225,592
3	AWR	American States Water Co This page	628	$47,489

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$47,489	628	+0.6%	Shares	Sole	2026-05-01
2025-12-31	$45,227	624	+0.6%	Shares	Sole	2026-02-26
2025-09-30	$45,458	620	+0.6%	Shares	Sole	2025-11-14
2025-06-30	$47,222	616	+0.7%	Shares	Sole	2025-08-19
2025-03-31	$48,152	612	+0.5%	Shares	Sole	2025-05-20
2024-12-31	$47,331	609	+0.7%	Shares	Sole	2025-02-13
2024-09-30	$50,390	605	+0.5%	Shares	Sole	2024-11-21
2024-06-30	$43,687	602	+0.7%	Shares	Sole	2024-09-20
2024-03-31	$43,199	598	+0.5%	Shares	Sole	2024-05-15
2023-12-31	$47,849	595	+0.5%	Shares	Sole	2024-01-02
2023-09-30	$46,578	592	+0.5%	Shares	Sole	2024-01-02
2023-06-30	$51,243	589	+0.5%	Shares	Sole	2024-01-02
2023-03-31	$52,089	586	0.0%	Shares	Sole	2024-01-02
2022-12-31	$54,234	586	0.0%	Shares	Sole	2024-01-02
2022-09-30	$45,678	586	0.0%	Shares	Sole	2024-01-02
2022-06-30	$47,764	586	0.0%	Shares	Sole	2024-01-02
2022-03-31	$52,165	586	0.0%	Shares	Sole	2024-01-02
2021-12-31	$60,615	586	0.0%	Shares	Sole	2024-01-02
2021-09-30	$50,114	586	0.0%	Shares	Sole	2024-01-02
2021-06-30	$46,622	586	0.0%	Shares	Sole	2024-01-02
2021-03-31	$44,313	586	0.0%	Shares	Sole	2024-01-02
2020-12-31	$46,592	586	0.0%	Shares	Sole	2024-01-02
2020-09-30	$43,920	586	0.0%	Shares	Sole	2024-01-02
2020-06-30	$46,077	586	0.0%	Shares	Sole	2024-01-02
2020-03-31	$47,899	586	—	Shares	Sole	2024-01-02
No filing history on record for this holder in this stock.