Position in AWR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$352,830
+$87,858 QoQ
Shares Held
4,270
+21.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#226
of 406 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026CHOREO, LLC holds $1,516,470 across 3 Utilities - Regulated Water names. AWR ranks #2 (23.3% of the industry book) .
All Filings in AWR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,830 | 4,270 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $264,972 | 3,504 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $285,063 | 3,933 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $260,945 | 3,559 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $473,528 | 6,177 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $468,775 | 5,958 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $357,278 | 4,597 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $314,419 | 3,775 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||