Position in YORW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,383,663
-$3,425 QoQ
Shares Held
45,144
-0.9% QoQ
Ownership
0.278%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#35
of 168 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in YORW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026LPL Financial LLC holds $91,075,028 across 10 Utilities - Regulated Water names. YORW ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
466,253 | $61,349,569 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
405,949 | $15,551,906 | |
| 3 | AWR |
American States Water Co
|
56,489 | $4,667,686 | |
| 4 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
430,538 | $2,488,509 | |
| 5 | ARTNA |
Artesian Resources Corp
|
44,462 | $1,511,263 | |
| 6 | YORW |
York Water Co
This page
|
45,144 | $1,383,663 | |
| 7 | MSEX |
Middlesex Water Co
|
22,605 | $1,269,496 | |
| 8 | CWT |
California Water Service Group
|
23,265 | $1,131,842 |
All Filings in YORW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,383,663 | 45,144 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,387,088 | 45,553 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,486,673 | 46,692 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,248,923 | 41,056 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,341,167 | 42,442 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,206,898 | 34,801 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,250,951 | 38,232 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,466,671 | 39,153 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,407,825 | 37,957 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,514,852 | 41,766 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,853,142 | 47,984 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $994,872 | 26,537 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,099,143 | 26,633 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,169,933 | 26,173 | Shares | Sole | 2023-05-10 | |
| 2021-06-30 | $411,777 | 9,090 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $386,373 | 7,890 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $344,374 | 7,390 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||