Retirement Planning Co of New England, Inc.

Pension

Position in YORW — York Water Co

CIK 1817693 Warwick, RI

Position in YORW

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$235,926

-$10,165 QoQ

Shares Held

7,748

+0.2% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

Retirement Planning Co of New England, Inc. holds $667,739 across 2 Utilities - Regulated Water names. YORW ranks #2 (35.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AWK	American Water Works Company, Inc.	3,173	$431,813
2	YORW	York Water Co This page	7,748	$235,926

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$235,926	7,748	+0.2%	Shares	Sole	2026-05-08
2025-12-31	$246,091	7,729	-6.2%	Shares	Sole	2026-01-28
2025-09-30	$250,752	8,243	+1.3%	Shares	Sole	2025-11-03
2025-06-30	$257,129	8,137	-13.3%	Shares	Sole	2025-08-12
2025-03-31	$325,333	9,381	+1.4%	Shares	Sole	2025-05-15
2024-12-31	$302,627	9,249	-12.4%	Shares	Sole	2025-02-10
2024-09-30	$395,652	10,562	+5.6%	Shares	Sole	2024-11-12
2024-06-30	$370,900	10,000	+0.4%	Shares	Sole	2024-08-08
2024-03-31	$361,285	9,961	+14.3%	Shares	Sole	2024-05-06
2023-12-31	$336,573	8,715	+10.2%	Shares	Sole	2024-02-12
2023-09-30	$296,395	7,906	-25.4%	Shares	Sole	2023-11-13
2023-06-30	$437,585	10,603	+0.8%	Shares	Sole	2023-08-11
2023-03-31	$470,109	10,517	-0.8%	Shares	Sole	2023-04-21
2022-12-31	$476,967	10,604	+1.4%	Shares	Sole	2023-02-03
2022-09-30	$401,824	10,456	+2.4%	Shares	Sole	2022-10-19
2022-06-30	$412,911	10,213	+20.2%	Shares	Sole	2022-08-12
2022-03-31	$382,245	8,500	+12.3%	Shares	Sole	2022-05-06
2021-12-31	$376,784	7,569	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.