AWR — AMER STATES WTR CO COM

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  25 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported AMER STATES WTR CO COM (AWR) in 25 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2024 Q3. The latest visible filing shows AWR at 0.00% 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 CREATIVE FINANCIAL DESIGNS INC /ADV's position in AMER STATES WTR CO COM, 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
2026 Q1

AWR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% 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 Q4 to 2026 Q1

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 CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV 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)
2026 Q1 REDUCED 368 -250 -40.5% 0.00% $28K 2026-04-13 $75.44
2025 Q4 REDUCED 618 -801 -56.4% 0.00% $45K 2026-02-06 $69.98
2025 Q3 REDUCED 1,419 -7,133 -83.4% 0.01% $104K 2025-11-14 (Est.) $74.07
2025 Q2 REDUCED 8,552 -297 -3.4% 0.05% $656K 2025-08-04 $73.96
2025 Q1 ADDED 8,849 +186 +2.1% 0.06% $696K 2025-04-23 $78.03
2024 Q4 REDUCED 8,663 -165 -1.9% 0.05% $673K 2025-02-10 $70.97
2024 Q3 ADDED 8,828 +269 +3.1% 0.06% $735K 2024-10-28 $80.15
2024 Q2 ADDED 8,559 +453 +5.6% 0.06% $621K 2024-08-06 $78.95
2024 Q1 ADDED 8,106 +1,080 +15.4% 0.06% $586K 2024-05-01 $68.61
2023 Q4 ADDED 7,026 +776 +12.4% 0.06% $565K 2024-01-10 $74.66
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AWR

As of 2026 Q1 — sorted by position size

Perpetual Ltd 3Y 7Y 0.18% VISTA INVESTMENT PARTNERS LLC 0.07% ADIRONDACK TRUST CO 3Y 7Y 0.05% Amplius Wealth Advisors, LLC 3Y 0.02% GAMMA Investing LLC 0.01% Wealthcare Advisory Partners LLC 3Y 7Y 0.01% Perigon Wealth Management, LLC 3Y 7Y 0.01% Farther Finance Advisors, LLC 0.01% True Wealth Design, LLC 3Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and AWR

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

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning AWR?

CREATIVE FINANCIAL DESIGNS INC /ADV reported AWR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AWR position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for AWR was 0.06% in 2024 Q3.

What is the latest reported AWR position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 368 shares, equal to 0.00% of portfolio, with an estimated market value of $28K.

What does the chart on this AWR ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV'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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