Ballentine Partners, LLC

Position in YORW — York Water Co

CIK 1374889 Waltham, MA

Position in YORW

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$295,435

-$53,247 QoQ

Shares Held

9,639

-15.8% QoQ

Ownership

0.059%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

of 33 holders

Holding Since

Mar 2023

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Ballentine Partners, LLC holds $2,242,395 across 4 Utilities - Regulated Water names. YORW ranks #4 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	9,724	$1,279,483
2	HTO	H2o America	5,725	$347,908
3	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	55,289	$319,569
4	YORW	York Water Co This page	9,639	$295,435

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$295,435	9,639	-15.8%	Shares	Other	2026-07-17
2026-03-31	$348,682	11,451	-37.0%	Shares	Other	2026-05-14
2025-12-31	$578,564	18,171	+45.1%	Shares	Other	2026-02-03
2025-09-30	$380,979	12,524	+72.5%	Shares	Other	2025-11-03
2025-06-30	$229,447	7,261	+45.9%	Shares	Other	2025-07-15
2023-03-31	$222,471	4,977	—	Shares	Other	2023-04-27
No filing history on record for this holder in this stock.