Position in YORW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$431,705
+$9,699 QoQ
Shares Held
14,085
+1.6% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#69
of 167 holders
Holding Since
Mar 2025
6 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, 2026RKL Wealth Management LLC holds $431,705 across 1 Utilities - Regulated Water name. YORW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YORW |
York Water Co
This page
|
14,085 | $431,705 |
All Filings in YORW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,705 | 14,085 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $422,006 | 13,859 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $437,991 | 13,756 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $440,146 | 14,469 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $455,893 | 14,427 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $499,808 | 14,412 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||