Position in AWR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$68,087
+$6,457 QoQ
Shares Held
824
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#313
of 408 holders
Holding Since
Dec 2024
6 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, 2026AMERIFLEX GROUP, INC. holds $78,350 across 2 Utilities - Regulated Water names. AWR ranks #1 (86.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWR |
American States Water Co
This page
|
824 | $68,087 | |
| 2 | AWK |
American Water Works Company, Inc.
|
78 | $10,263 |
All Filings in AWR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,087 | 824 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $61,630 | 815 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $58,636 | 809 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $19,011 | 248 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $82,850 | 1,053 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $81,839 | 1,053 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||