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WorthPointe, LLC

SEC CIK
0001921448
Latest filing
Jul 31, 2026

AWR holding history

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

AWR overviewAll 13F holders of AWRFull Q2 2026 holdings

Shares (Q2 2026)
4,679
Value
$386.6K
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of AWR by WorthPointe, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,679$386.6K0.1%+4,679NewHolders