Position in YORW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$11,524
+$10,428 QoQ
Shares Held
376
+944.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#131
of 168 holders
Holding Since
Jun 2025
5 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, 2026IFP Advisors, Inc holds $601,298 across 11 Utilities - Regulated Water names. YORW ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
5,583 | $213,884 | |
| 2 | AWK |
American Water Works Company, Inc.
|
855 | $112,500 | |
| 3 | AWR |
American States Water Co
|
1,179 | $97,420 | |
| 4 | HTO |
H2o America
|
1,436 | $87,265 | |
| 5 | CWT |
California Water Service Group
|
1,213 | $59,012 | |
| 6 | YORW |
York Water Co
This page
|
376 | $11,524 | |
| 7 | CWCO |
Consolidated Water Co. Ltd.
|
244 | $7,198 | |
| 8 | MSEX |
Middlesex Water Co
|
110 | $6,177 |
All Filings in YORW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,524 | 376 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,096 | 36 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,114 | 35 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,098 | 69 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,927 | 61 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||