Position in YORW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$261,504
+$12,643 QoQ
Shares Held
8,588
+9.9% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in YORW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026CWM, LLC holds $8,554,656 across 12 Utilities - Regulated Water names. YORW ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
17,734 | $2,413,420 | |
| 2 | AWR |
American States Water Co
|
28,323 | $2,141,785 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
50,380 | $2,028,802 | |
| 4 | HTO |
H2o America
|
9,043 | $530,552 | |
| 5 | CWT |
California Water Service Group
|
10,873 | $492,981 | |
| 6 | YORW |
York Water Co
This page
|
8,588 | $261,504 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
27,145 | $165,638 | |
| 8 | CWCO |
Consolidated Water Co. Ltd.
|
4,692 | $155,399 |
All Filings in YORW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $261,504 | 8,588 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $248,861 | 7,816 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $218,080 | 7,169 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $81,938 | 2,593 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $52,782 | 1,522 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $44,957 | 1,374 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $73,421 | 1,960 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $64,462 | 1,738 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $45,845 | 1,264 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $18,344 | 475 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $23,206 | 619 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $17,374 | 421 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $15,063 | 337 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $15,158 | 337 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $12,950 | 337 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $13,624 | 337 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $15,964 | 355 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $16,775 | 337 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $15,266 | 337 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $16,502 | 337 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $15,704 | 337 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $14,244 | 337 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $16,162 | 337 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $14,646 | 337 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||