Position in YORW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$445,559
+$2,908 QoQ
Shares Held
14,537
0.0% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#4
of 33 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YORW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026HARBOR INVESTMENT ADVISORY, LLC holds $781,534 across 3 Utilities - Regulated Water names. YORW ranks #1 (57.0% of the industry book) .
All Filings in YORW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,559 | 14,537 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $442,651 | 14,537 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $462,858 | 14,537 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $442,215 | 14,537 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $459,369 | 14,537 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $504,143 | 14,537 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $475,650 | 14,537 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,348,560 | 36,000 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,335,240 | 36,000 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,305,720 | 36,000 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,390,320 | 36,000 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,825,763 | 48,700 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,009,849 | 48,700 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,176,890 | 48,700 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,190,526 | 48,700 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,871,541 | 48,700 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,274,147 | 56,249 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,529,517 | 56,249 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,800,075 | 56,249 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $2,456,956 | 56,249 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,548,079 | 56,249 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,754,513 | 56,249 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $2,621,203 | 56,249 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,368,176 | 56,025 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $2,676,599 | 55,809 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $2,415,332 | 55,576 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||