Buck Wealth Strategies, LLC

Position in AWR — American States Water Co

CIK 1973259 DENVER, CO

Position in AWR

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

Position Value

$8,510

-$4,868,956 QoQ

Shares Held

103

-99.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#350

of 406 holders

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Buck Wealth Strategies, LLC holds $17,395 across 4 Utilities - Regulated Water names. AWR ranks #1 (48.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWR	American States Water Co This page	103	$8,510
2	AWK	American Water Works Company, Inc.	60	$7,894
3	WTRG	Essential Utilities, Inc.	17	$651
4	CWT	California Water Service Group	7	$340

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,510	103	-99.8%	Shares	Sole	2026-07-30
2025-09-30	$4,877,466	66,523	+4.8%	Shares	Sole	2025-11-04
2025-06-30	$4,867,756	63,498	+12.0%	Shares	Sole	2025-08-04
2025-03-31	$4,461,313	56,702	+11.4%	Shares	Sole	2025-04-22
2024-12-31	$3,956,025	50,901	—	Shares	Sole	2025-01-27
No filing history on record for this holder in this stock.