YORW — YORK WTR CO

Ownership history in INCEPTIONR LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which INCEPTIONR LLC reported a position in YORK WTR CO (YORW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.11% (2025 Q4)
Avg. % of fund
0.08%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 12,398 +5,068 +69.1% 0.11% $395K $31.62
2025 Q2 INITIATED 7,330 — — 0.05% $232K $30.94
% of Fund (quarterly)    YORW price (monthly, adj. close)

Other funds also holding YORW

As of 2025 Q4 — sorted by position size

Zimmer Partners, LP 3Y 7Y 0.62% Johnson & White Wealth Management, LLC 3Y 0.3% Odyssean, LLC 0.28% ELCO Management Co., LLC 3Y 7Y 0.23% Penn Capital Management Company, LLC 3Y 7Y 0.23% JOHN G ULLMAN & ASSOCIATES INC 3Y 7Y 0.16% CenterBook Partners LP 3Y 0.14% COLLECTIVE FAMILY OFFICE LLC 3Y 0.07% North Star Investment Management Corp. 3Y 7Y 0.06% Inspire Investing, LLC 3Y 7Y 0.04%
← Back to INCEPTIONR LLC Holdings