Planning Strategies Inc.

Position in YORW — York Water Co

CIK 2139665 LANCASTER, PA

Position in YORW

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$12,290

New position

Shares Held

401

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#130

of 167 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Planning Strategies Inc. holds $40,380 across 3 Utilities - Regulated Water names. YORW ranks #2 (30.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	210	$27,631
2	YORW	York Water Co This page	401	$12,290
3	WTRG	Essential Utilities, Inc.	12	$459

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,290	401	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.