Financial Gravity Asset Management, Inc.
Position in AWR — American States Water Co
CIK 1741736
Lakeway, TX
Position in AWR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$151
-$362 QoQ
Shares Held
2
-71.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026Financial Gravity Asset Management, Inc. holds $1,214 across 5 Utilities - Regulated Water names. AWR ranks #3 (12.4% of the industry book) .
All Filings in AWR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $151 | 2 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $513 | 7 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $786 | 10 | Shares | Sole | 2025-04-30 | |
| 2024-03-31 | $8 | 0 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $9 | 0 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $8 | 0 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $7,569 | 87 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $21 | 89 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $232 | 93 | Shares | Sole | 2023-02-15 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||