SEC 13F Intelligence

Wespac Advisors, LLC / AWR

Wespac Advisors, LLC’s Amer States Wtr Co Position

Does Wespac Advisors, LLC own Amer States Wtr Co (AWR)? Not currently — the last reported position was 19.9K shares worth $2M in Q4 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2019
Shares
19.9K
% of Portfolio
+1.69%
Quarters Held
2
position exited

Position History AWR

Reported value by quarter
Q3 ’19: $2MQ3 ’19Q4 ’19: $2MQ4 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q4 201919.9K$2M+1.69%
Q3 201920.7K$2M+1.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wespac Advisors, LLC’s full portfolio or all institutional holders of AWR.