Position in YORW
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$281,121
+$1,865 QoQ
Shares Held
9,172
+0.0% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#8
of 33 holders
Holding Since
Dec 2020
23 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, 2026COLLECTIVE FAMILY OFFICE LLC holds $281,121 across 1 Utilities - Regulated Water name. YORW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YORW |
York Water Co
This page
|
9,172 | $281,121 |
All Filings in YORW
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,121 | 9,172 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $279,256 | 9,171 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $301,556 | 9,471 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $288,077 | 9,470 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $331,642 | 10,495 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $363,931 | 10,494 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $343,330 | 10,493 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $416,630 | 11,122 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $414,072 | 11,164 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $410,322 | 11,313 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $475,914 | 12,323 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $477,922 | 12,748 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $560,405 | 13,579 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $606,981 | 13,579 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $610,738 | 13,578 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $521,802 | 13,578 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $580,049 | 14,347 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $576,200 | 12,813 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $806,834 | 16,208 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $613,136 | 14,037 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $230,577 | 5,090 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $249,257 | 5,090 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $237,194 | 5,090 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||