Modern Wealth Management, LLC

Position in AWR — American States Water Co

CIK 2001900 KANSAS CITY, MO

Position in AWR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$206,903

New position

Shares Held

2,504

first reported quarter

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#289

of 408 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 2% Shared 0% None 98%

Utilities · as of Jun 30, 2026

Modern Wealth Management, LLC holds $1,141,763 across 4 Utilities - Regulated Water names. AWR ranks #3 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	3,223	$424,078
2	WTRG	Essential Utilities, Inc.	8,444	$323,488
3	AWR	American States Water Co This page	2,504	$206,903
4	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	32,404	$187,294

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,903	2,504	—	Shares	Other	2026-08-14
No filing history on record for this holder in this stock.