Position in YORW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$436,670
-$149,705 QoQ
Shares Held
14,247
-26.0% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 168 holders
Holding Since
Mar 2020
20 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, 2026Creative Planning holds $27,334,912 across 8 Utilities - Regulated Water names. YORW ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
86,061 | $11,323,906 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
201,982 | $7,737,929 | |
| 3 | AWR |
American States Water Co
|
44,239 | $3,655,468 | |
| 4 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
286,971 | $1,658,692 | |
| 5 | CWT |
California Water Service Group
|
27,434 | $1,334,664 | |
| 6 | HTO |
H2o America
|
14,420 | $876,303 | |
| 7 | YORW |
York Water Co
This page
|
14,247 | $436,670 | |
| 8 | ARTNA |
Artesian Resources Corp
|
9,158 | $311,280 |
All Filings in YORW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,670 | 14,247 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $586,375 | 19,257 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $905,465 | 28,438 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $498,309 | 16,381 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $536,346 | 16,973 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $470,087 | 13,555 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $47,967 | 1,466 | Shares | Defined | 2025-02-14 | |
| 2024-03-31 | $224,728 | 6,196 | Shares | Defined | 2024-05-13 | |
| 2023-06-30 | $211,797 | 5,132 | Shares | Sole | 2023-07-21 | |
| 2022-09-30 | $353,863 | 9,208 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $372,279 | 9,208 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $414,083 | 9,208 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $470,769 | 9,457 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $398,492 | 9,123 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $408,651 | 9,021 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $978,910 | 19,990 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $932,186 | 20,004 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $844,131 | 19,970 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $957,761 | 19,970 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $867,896 | 19,970 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||