YORW β€” YORK WTR CO

Ownership history in ELCO Management Co., LLC  Β·  21 quarters on record

AI Ownership Summary

ELCO Management Co., LLC reported YORK WTR CO (YORW) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.32% in 2023 Q4. The latest visible filing shows YORW 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 YORW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ELCO Management Co., LLC's position in YORK 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

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

High-water mark
Peak Conviction
0.32% in 2023 Q4

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 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.

How ELCO Management Co., LLC held YORW β€” position size vs. price
% of Fund (quarterly)    YORW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 11,401 +2,536 +28.6% 0.23% $363K 2026-02-14 (Est.) $33.25
2025 Q3 REDUCED 8,865 -1,080 -10.9% 0.14% $270K 2025-11-05 $31.99
2025 Q2 UNCHANGED 9,945 β€” 0% 0.16% $314K 2025-08-04 $30.04
2025 Q1 ADDED 9,945 +2,423 +32.2% 0.19% $345K 2025-05-01 $33.98
2024 Q4 REDUCED 7,522 -1,133 -13.1% 0.13% $246K 2025-02-13 $31.77
2024 Q3 REDUCED 8,655 -4,036 -31.8% 0.17% $324K 2024-11-14 $33.97
2024 Q2 UNCHANGED 12,691 β€” 0% 0.27% $471K 2024-08-14 $36.55
2024 Q1 ADDED 12,691 +220 +1.8% 0.28% $460K 2024-05-14 $36.50
2023 Q4 REDUCED 12,471 -877 -6.6% 0.32% $482K 2024-02-14 $33.78
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding YORW

As of 2026 Q1 β€” sorted by position size

COLLECTIVE FAMILY OFFICE LLC 3Y 0.06% GAMMA Investing LLC 0.0%

FAQ About ELCO Management Co., LLC and YORW

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

How long has ELCO Management Co., LLC reported owning YORW?

ELCO Management Co., LLC reported YORW across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported YORW position in ELCO Management Co., LLC's portfolio?

The largest reported portfolio weight for YORW was 0.32% in 2023 Q4.

What is the latest reported YORW position on this page?

The most recent filing on this page is 2025 Q4, when ELCO Management Co., LLC reported 11,401 shares, equal to 0.23% of portfolio, with an estimated market value of $363K.

What does the chart on this YORW ownership page compare?

The chart compares ELCO Management Co., LLC's quarterly YORW 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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