CREATIVE FINANCIAL DESIGNS INC /ADV
Position in AWR — American States Water Co
CIK 819864
KOKOMO, IN
Position in AWR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$30,407
+$2,579 QoQ
Shares Held
368
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#335
of 408 holders
Holding Since
Mar 2020
26 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $831,053 across 6 Utilities - Regulated Water names. AWR ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
3,833 | $504,346 | |
| 2 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
41,607 | $240,488 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
1,025 | $39,267 | |
| 4 | AWR |
American States Water Co
This page
|
368 | $30,407 | |
| 5 | CWT |
California Water Service Group
|
241 | $11,724 | |
| 6 | GWRS |
Global Water Resources, Inc.
|
666 | $4,821 |
All Filings in AWR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,407 | 368 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $27,828 | 368 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $44,792 | 618 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $104,041 | 1,419 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $655,596 | 8,552 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $696,239 | 8,849 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $673,288 | 8,663 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $735,284 | 8,828 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $621,126 | 8,559 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $585,577 | 8,106 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $565,030 | 7,026 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $491,750 | 6,250 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $544,620 | 6,260 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $547,384 | 6,158 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $562,333 | 6,076 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $456,631 | 5,858 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $457,597 | 5,614 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $480,440 | 5,397 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $552,059 | 5,337 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $442,908 | 5,179 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $399,789 | 5,025 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $360,707 | 4,770 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $378,308 | 4,758 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $352,414 | 4,702 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $362,720 | 4,613 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $261,894 | 3,204 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||