Wealthcare Advisory Partners LLC
Position in AWR — American States Water Co
CIK 1683059
WEST CHESTER, PA
Position in AWR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$611,296
+$51,104 QoQ
Shares Held
7,398
-0.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#179
of 408 holders
Holding Since
Mar 2021
11 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, 2026Wealthcare Advisory Partners LLC holds $1,527,019 across 2 Utilities - Regulated Water names. AWR ranks #2 (40.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
23,903 | $915,723 | |
| 2 | AWR |
American States Water Co
This page
|
7,398 | $611,296 |
All Filings in AWR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $611,296 | 7,398 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $560,192 | 7,408 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $536,931 | 7,408 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $543,154 | 7,408 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $567,897 | 7,408 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $582,468 | 7,403 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $575,283 | 7,402 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $615,679 | 7,392 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $536,582 | 7,394 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $533,998 | 7,392 | Shares | Sole | 2024-04-15 | |
| 2021-03-31 | $983 | 13 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||