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Equibles

SkyOak Wealth, LLC

Position in AWR — American States Water Co

CIK 1800379 SOUTHFIELD, MI
Back to AWR Full portfolio

Position in AWR

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$2,995,998
+$225,735 QoQ
Shares Held
36,258
-1.0% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#82
of 409 holders
Holding Since
Mar 2020
26 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, 2026

SkyOak Wealth, LLC holds $2,995,998 across 1 Utilities - Regulated Water name. AWR ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AWR
American States Water Co
This page 		36,258 $2,995,998

All Filings in AWR

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,995,998 36,258
2026-03-31 $2,770,263 36,634
2025-12-31 $2,684,151 37,033
2025-09-30 $2,729,410 37,226
2025-06-30 $2,882,416 37,600
2025-03-31 $2,968,203 37,725
2024-12-31 $2,988,100 38,447
2024-09-30 $3,257,555 39,111
2024-06-30 $2,838,285 39,111
2024-03-31 $2,882,087 39,896
2023-12-31 $3,238,754 40,273
2023-09-30 $3,166,712 40,248
2023-06-30 $3,540,378 40,694
2023-03-31 $3,696,668 41,587
2022-12-31 $3,873,865 41,857
2022-09-30 $3,263,298 41,864
2022-06-30 $3,474,445 42,626
2022-03-31 $3,845,307 43,196
2021-12-31 $4,484,330 43,352
2021-09-30 $3,699,937 43,264
2021-06-30 $3,461,894 43,513
2021-03-31 $3,291,133 43,522
2020-12-31 $3,527,620 44,367
2020-09-30 $3,351,988 44,723
2020-06-30 $3,708,505 47,164
2020-03-31 $3,872,759 47,379