Position in YORW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$651,864
+$12,293 QoQ
Shares Held
21,268
+1.3% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#2
of 33 holders
Holding Since
Sep 2022
12 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, 2026Johnson & White Wealth Management, LLC holds $870,419 across 2 Utilities - Regulated Water names. YORW ranks #1 (74.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YORW |
York Water Co
This page
|
21,268 | $651,864 | |
| 2 | ARTNA |
Artesian Resources Corp
|
6,430 | $218,555 |
All Filings in YORW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $651,864 | 21,268 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $639,571 | 21,004 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $681,280 | 21,397 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $684,237 | 22,493 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $755,872 | 23,920 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $876,086 | 25,262 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $834,294 | 25,498 | Shares | Sole | 2025-01-13 | |
| 2024-03-31 | $1,076,130 | 29,670 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,145,700 | 29,666 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,111,578 | 29,650 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $1,309,307 | 29,291 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $1,068,430 | 27,802 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||