Fourth Dimension Wealth, LLC
Position in AWR — American States Water Co
CIK 2056691
MIDDLEBURG HEIGHTS, OH
Position in AWR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,817
+$154 QoQ
Shares Held
22
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#376
of 408 holders
Holding Since
Dec 2024
7 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, 2026Fourth Dimension Wealth, LLC holds $21,554 across 2 Utilities - Regulated Water names. AWR ranks #2 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
150 | $19,737 | |
| 2 | AWR |
American States Water Co
This page
|
22 | $1,817 |
All Filings in AWR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,817 | 22 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,663 | 22 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,594 | 22 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,539 | 21 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,609 | 21 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,652 | 21 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,632 | 21 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||