Golden State Wealth Management, LLC
Position in AWR — American States Water Co
CIK 1776033
SANTA ANA, CA
Position in AWR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$31,399
+$2,664 QoQ
Shares Held
380
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#334
of 408 holders
Holding Since
Mar 2020
8 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 Jun 30, 2026Golden State Wealth Management, LLC holds $190,944 across 3 Utilities - Regulated Water names. AWR ranks #2 (16.4% 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 | $31,399 | 380 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $28,735 | 380 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $28,484 | 393 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $28,814 | 393 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $30,127 | 393 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $29,898 | 380 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $29,533 | 380 | Shares | Sole | 2025-01-28 | |
| 2020-03-31 | $77,979 | 954 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||