Global Retirement Partners, LLC

Pension

Position in GWRS — Global Water Resources, Inc.

CIK 1749744 San Rafael, CA

Position in GWRS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$60,258

-$4,376 QoQ

Shares Held

8,323

+8.8% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#51

of 108 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Global Retirement Partners, LLC holds $1,918,268 across 11 Utilities - Regulated Water names. GWRS ranks #10 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	4,375	$575,662
2	YORW	York Water Co	12,897	$395,293
3	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	50,226	$290,306
4	WTRG	Essential Utilities, Inc.	3,731	$142,934
5	AWR	American States Water Co	1,334	$110,228
6	HTO	H2o America	1,687	$102,518
7	PCYO	Pure Cycle Corp	8,052	$86,236
8	CWT	California Water Service Group	1,658	$80,661

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$60,258	8,323	+8.8%	Shares	Sole	2026-08-06
2025-12-31	$64,634	7,649	0.0%	Shares	Sole	2026-02-06
2025-09-30	$78,784	7,649	0.0%	Shares	Sole	2025-10-21
2025-06-30	$77,943	7,649	0.0%	Shares	Sole	2025-08-12
2024-12-31	$87,963	7,649	-16.4%	Shares	Sole	2025-01-31
2024-09-30	$115,185	9,149	0.0%	Shares	Sole	2024-10-16
2024-06-30	$110,702	9,149	0.0%	Shares	Sole	2024-07-23
2024-03-31	$117,473	9,149	0.0%	Shares	Sole	2024-04-23
2023-12-31	$119,668	9,149	+9.6%	Shares	Sole	2024-01-18
2023-09-30	$81,393	8,348	+6.5%	Shares	Sole	2023-10-13
2023-06-30	$99,385	7,838	0.0%	Shares	Sole	2023-07-20
2023-03-31	$97,426	7,838	—	Shares	Sole	2023-05-08
No filing history on record for this holder in this stock.