HB Wealth Management, LLC

Position in AWR — American States Water Co

CIK 1911253 Atlanta, GA

Position in AWR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$368,942

New position

Shares Held

4,465

first reported quarter

Ownership

0.011%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#226

of 408 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HB Wealth Management, LLC holds $2,883,817 across 4 Utilities - Regulated Water names. AWR ranks #3 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	9,545	$1,255,931
2	WTRG	Essential Utilities, Inc.	29,132	$1,116,046
3	AWR	American States Water Co This page	4,465	$368,942
4	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	24,723	$142,898

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$368,942	4,465	—	Shares	Sole	2026-07-29
No filing history on record for this holder in this stock.