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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

YORW holding history

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

YORW overviewAll 13F holders of YORWFull Q2 2026 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of YORW by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−281−100.0%Sold outHolders
Q2 2022281$11.0K<0.1%+4+1.4%AddedHolders
Q1 2022277$13.0K<0.1%−19−6.4%ReducedHolders
Q4 2021296$15.0K<0.1%+12+4.2%AddedHolders
Q3 2021284$12.0K<0.1%+256+914.3%AddedHolders
Q2 202128$1.00K<0.1%00.0%UnchangedHolders
Q1 202128$1.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.