Position in AWR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$61,228
-$9,033 QoQ
Shares Held
741
-17.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#318
of 408 holders
Holding Since
Mar 2024
6 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, 2026Continuum Advisory, LLC holds $273,196 across 4 Utilities - Regulated Water names. AWR ranks #2 (22.4% of the industry book) .
All Filings in AWR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,228 | 741 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $70,261 | 893 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $69,403 | 893 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $74,377 | 893 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $64,805 | 893 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $64,510 | 893 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||