HFM Investment Advisors, LLC

Position in AWR — American States Water Co

CIK 2067972 GLASSBORO, NJ

Position in AWR

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$578

+$427 QoQ

Shares Held

+250.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#391

of 408 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

HFM Investment Advisors, LLC holds $3,160 across 5 Utilities - Regulated Water names. AWR ranks #3 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	10	$1,315
2	WTRG	Essential Utilities, Inc.	22	$842
3	AWR	American States Water Co This page	7	$578
4	CWT	California Water Service Group	5	$243
5	HTO	H2o America	3	$182

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$578	7	+250.0%	Shares	Sole	2026-08-04
2026-03-31	$151	2	0.0%	Shares	Sole	2026-05-01
2025-12-31	$144	2	0.0%	Shares	Sole	2026-02-05
2025-09-30	$146	2	0.0%	Shares	Sole	2025-11-12
2025-06-30	$153	2	+100.0%	Shares	Sole	2025-07-22
2025-03-31	$78	1	—	Shares	Sole	2025-05-16
No filing history on record for this holder in this stock.