Position in YORW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$395,293
-$15,188 QoQ
Shares Held
12,897
+0.0% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#74
of 168 holders
Holding Since
Mar 2020
24 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, 2026Global Retirement Partners, LLC holds $1,918,268 across 11 Utilities - Regulated Water names. YORW ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
4,375 | $575,662 | |
| 2 | YORW |
York Water Co
This page
|
12,897 | $395,293 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
50,226 | $290,306 | |
| 4 | WTRG |
Essential Utilities, Inc.
|
3,731 | $142,934 | |
| 5 | AWR |
American States Water Co
|
1,334 | $110,228 | |
| 6 | HTO |
H2o America
|
1,687 | $102,518 | |
| 7 | PCYO |
Pure Cycle Corp
|
8,052 | $86,236 | |
| 8 | CWT |
California Water Service Group
|
1,658 | $80,661 |
All Filings in YORW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395,293 | 12,897 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $410,481 | 12,892 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $392,113 | 12,890 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $407,229 | 12,887 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $519,691 | 15,883 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $610,410 | 16,295 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $604,307 | 16,293 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $581,807 | 16,041 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $619,503 | 16,041 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $606,850 | 16,187 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $662,300 | 16,048 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $717,345 | 16,048 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $563,014 | 12,517 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $481,028 | 12,517 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $506,062 | 12,517 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $562,889 | 12,517 | Shares | Sole | 2022-07-14 | |
| 2021-12-31 | $623,096 | 12,517 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $546,742 | 12,517 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $567,020 | 12,517 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $615,405 | 12,567 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $585,622 | 12,567 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $531,207 | 12,567 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $602,713 | 12,567 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $546,161 | 12,567 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||