Position in AWR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$607,991
+$31,238 QoQ
Shares Held
7,358
-3.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#183
of 408 holders
Holding Since
Dec 2020
23 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, 2026First Pacific Financial holds $1,140,448 across 3 Utilities - Regulated Water names. AWR ranks #1 (53.3% of the industry book) .
All Filings in AWR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $607,991 | 7,358 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $576,753 | 7,627 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $549,470 | 7,581 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $577,761 | 7,880 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $617,036 | 8,049 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $699,543 | 8,891 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $689,998 | 8,878 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $731,536 | 8,783 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $616,264 | 8,492 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $639,468 | 8,852 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $672,954 | 8,368 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $656,820 | 8,348 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $751,071 | 8,633 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $761,076 | 8,562 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $815,180 | 8,808 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $676,294 | 8,676 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $672,212 | 8,247 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $714,474 | 8,026 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $814,072 | 7,870 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $664,062 | 7,765 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $593,517 | 7,460 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $502,797 | 6,649 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $419,653 | 5,278 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||