Lido Advisors, LLC

Position in AWR — American States Water Co

CIK 1650150 Los Angeles, CA

Position in AWR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$646,331

+$14,905 QoQ

Shares Held

7,822

-6.3% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#176

of 408 holders

Holding Since

Jun 2022

10 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Utilities · as of Jun 30, 2026

Lido Advisors, LLC holds $2,870,408 across 5 Utilities - Regulated Water names. AWR ranks #3 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	6,866	$903,428
2	WTRG	Essential Utilities, Inc.	18,996	$727,736
3	AWR	American States Water Co This page	7,822	$646,331
4	HTO	H2o America	8,381	$509,313
5	CDZI	Cadiz Inc	20,000	$83,600

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$646,331	7,822	-6.3%	Shares	Defined	2026-08-07
2026-03-31	$631,426	8,350	-9.6%	Shares	Defined	2026-05-13
2025-12-31	$669,134	9,232	-0.0%	Shares	Defined	2026-02-10
2025-09-30	$676,963	9,233	-3.0%	Shares	Sole	2025-11-14
2025-06-30	$729,956	9,522	-40.7%	Shares	Defined	2025-08-13
2023-12-31	$1,290,499	16,047	+8.3%	Shares	Sole	2024-02-14
2023-09-30	$1,166,273	14,823	+290.5%	Shares	Sole	2023-11-14
2023-06-30	$330,252	3,796	-84.6%	Shares	Sole	2023-08-09
2023-03-31	$2,188,382	24,619	+97.1%	Shares	Defined	2023-05-15
2022-06-30	$1,018,059	12,490	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.