Clearstead Advisors, LLC

SEC CIK: 0000842775
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

YORW holding history

York Water Co in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

YORW overview All 13F holders of YORW Full Q2 2026 holdings

Shares (Q2 2026): 24
Value: $736
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of YORW by Clearstead Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	24	$736	<0.1%	+24	New	Holders
Q1 2026	0	$0	0.0%	−2−100.0%	Sold out	Holders
Q4 2025	2	$64	<0.1%	−90−97.8%	Reduced	Holders
Q3 2025	92	$2.80K	<0.1%	+92	New	Holders