Back to AWR
Forvis Mazars Wealth Advisors, LLC → AWR
Forvis Mazars Wealth Advisors, LLC AWR Position History
American States Water Company • Utilities
Quarters held
5
Latest value
$336K
Q3 2026
Peak value
$337K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $299K |
| Q4 2025 | $295K |
| Q1 2026 | $308K |
| Q2 2026 | $337K |
| Q3 2026 | $336K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $336K | 4.1K | — | — |
| Q2 2026 | $337K | 4.1K | — | — |
| Q1 2026 | $308K | 4.1K | — | — |
| Q4 2025 | $295K | 4.1K | — | — |
| Q3 2025 | $299K | 4.1K | — | — |
Other funds holding AWR
$325.2M
$185.4M
$185.4M
$156.1M
$63.3M
$61.9M