Avion Wealth

Position in YORW — York Water Co

CIK 1792704 THE WOODLANDS, TX

Position in YORW

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$521

+$36 QoQ

Shares Held

+21.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#160

of 168 holders

Holding Since

Dec 2023

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Avion Wealth holds $9,385 across 4 Utilities - Regulated Water names. YORW ranks #3 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	44	$5,789
2	WTRG	Essential Utilities, Inc.	67	$2,566
3	YORW	York Water Co This page	17	$521
4	ARTNA	Artesian Resources Corp	15	$509

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$521	17	+21.4%	Shares	Sole	2026-07-31
2025-03-31	$485	14	+7.7%	Shares	Sole	2025-05-09
2023-12-31	$1	13	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.