Position in AWR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,105
+$5,744 QoQ
Shares Held
86
+377.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#354
of 408 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Bare Financial Services, Inc holds $26,438 across 7 Utilities - Regulated Water names. AWR ranks #2 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTO |
H2o America
|
155 | $9,418 | |
| 2 | AWR |
American States Water Co
This page
|
86 | $7,105 | |
| 3 | CWT |
California Water Service Group
|
122 | $5,935 | |
| 4 | WTRG |
Essential Utilities, Inc.
|
53 | $2,030 | |
| 5 | AWK |
American Water Works Company, Inc.
|
7 | $920 | |
| 6 | YORW |
York Water Co
|
17 | $521 | |
| 7 | ARTNA |
Artesian Resources Corp
|
15 | $509 |
All Filings in AWR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,105 | 86 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,361 | 18 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,768 | 52 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,405 | 101 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,602 | 47 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $865 | 11 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||