AWR — AMERICAN STS WTR CO

Ownership history in Cornerstone Wealth Management, LLC  ·  33 quarters on record

AI Ownership Summary

Cornerstone Wealth Management, LLC reported AMERICAN STS WTR CO (AWR) in 33 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.28% in 2024 Q3. The latest visible filing shows AWR at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AWR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornerstone Wealth Management, LLC's position in AMERICAN STS WTR CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AWR was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AWR stock page Cornerstone Wealth Management, LLC fund profile Cornerstone Wealth Management, LLC full holdings
How Cornerstone Wealth Management, LLC held AWR — position size vs. price
% of Fund (quarterly)    AWR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 60,309 +3,230 +5.7% 0.23% $4.4M 2026-02-14 (Est.) $74.37
2025 Q3 ADDED 57,079 +2,955 +5.5% 0.23% $4.2M 2025-11-04 $73.57
2025 Q2 ADDED 54,124 +3,804 +7.6% 0.25% $4.1M 2025-08-12 $74.67
2025 Q1 ADDED 50,320 +2,896 +6.1% 0.27% $4.0M 2025-04-18 $78.07
2024 Q4 ADDED 47,424 +449 +1.0% 0.25% $3.7M 2025-01-21 $72.38
2024 Q3 ADDED 46,975 +1,887 +4.2% 0.28% $3.9M 2024-10-16 $83.97
2024 Q2 ADDED 45,088 +4,305 +10.6% 0.25% $3.3M 2024-07-16 $75.84
2024 Q1 ADDED 40,783 +2,512 +6.6% 0.24% $2.9M 2024-04-19 $65.92
2023 Q4 ADDED 38,271 +2,450 +6.8% 0.26% $3.1M 2024-01-10 $74.66
2023 Q3 ADDED 35,821 +1,382 +4.0% 0.27% $2.8M 2023-11-07 $75.81
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AWR

As of 2025 Q4 — sorted by position size

QSV Equity Investors LLC 1.08% SkyOak Wealth, LLC 3Y 0.48% Leith Wheeler Investment Counsel Ltd. 3Y 7Y 0.43% KENNEDY CAPITAL MANAGEMENT LLC 3Y 7Y 0.29% Meiji Yasuda Asset Management Co Ltd. 3Y 7Y 0.2% ELCO Management Co., LLC 3Y 7Y 0.2% Hunter Perkins Capital Management, LLC 3Y 0.18% AIGEN INVESTMENT MANAGEMENT, LP 3Y 0.17% VIRTUS ADVISERS, LLC 3Y 7Y 0.16% WFA of San Diego, LLC 3Y 0.16%

FAQ About Cornerstone Wealth Management, LLC and AWR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cornerstone Wealth Management, LLC reported owning AWR?

Cornerstone Wealth Management, LLC reported AWR across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AWR position in Cornerstone Wealth Management, LLC's portfolio?

The largest reported portfolio weight for AWR was 0.28% in 2024 Q3.

What is the latest reported AWR position on this page?

The most recent filing on this page is 2025 Q4, when Cornerstone Wealth Management, LLC reported 60,309 shares, equal to 0.23% of portfolio, with an estimated market value of $4.4M.

What does the chart on this AWR ownership page compare?

The chart compares Cornerstone Wealth Management, LLC's quarterly AWR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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