Independent Advisor Alliance

Position in YORW — York Water Co

CIK 1696899 CHARLOTTE, NC

Position in YORW

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$226,993

+$11,774 QoQ

Shares Held

7,406

+4.8% QoQ

Ownership

0.046%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#94

of 168 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Independent Advisor Alliance holds $901,717 across 3 Utilities - Regulated Water names. YORW ranks #3 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTRG	Essential Utilities, Inc.	10,956	$419,723
2	AWK	American Water Works Company, Inc.	1,938	$255,001
3	YORW	York Water Co This page	7,406	$226,993

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$226,993	7,406	+4.8%	Shares	Sole	2026-08-12
2026-03-31	$215,219	7,068	+4.5%	Shares	Sole	2026-05-12
2025-12-31	$215,270	6,761	—	Shares	Sole	2026-02-04
No filing history on record for this holder in this stock.