York Water Company shares owned by Creative Planning
Quarter-by-quarter ownership of York Water Company (YORW) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in York Water Company
Tip: Access up to 7 years of quarterly data
All positions including York Water Company held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in York Water Company by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $498k | 16k | 30.42 |
| 2025-06-30 | $536k | 17k | 31.60 |
| 2025-03-31 | $470k | 14k | 34.68 |
| 2024-12-31 | $48k | 1.5k | 32.72 |
| 2024-03-31 | $225k | 6.2k | 36.27 |
| 2023-06-30 | $212k | 5.1k | 41.27 |
| 2022-09-30 | $354k | 9.2k | 38.44 |
| 2022-06-30 | $372k | 9.2k | 40.40 |
| 2022-03-31 | $414k | 9.2k | 44.96 |
| 2021-12-31 | $471k | 9.5k | 49.80 |
| 2021-09-30 | $398k | 9.1k | 43.63 |
| 2021-06-30 | $409k | 9.0k | 45.34 |
| 2021-03-31 | $979k | 20k | 48.97 |
| 2020-12-31 | $932k | 20k | 46.59 |
| 2020-09-30 | $844k | 20k | 42.26 |
| 2020-06-30 | $958k | 20k | 47.97 |
| 2020-03-31 | $868k | 20k | 43.47 |
| 2019-12-31 | $929k | 20k | 46.10 |
| 2019-09-30 | $945k | 22k | 43.65 |
| 2019-06-30 | $898k | 25k | 35.74 |
| 2019-03-31 | $759k | 22k | 34.30 |
| 2018-12-31 | $709k | 22k | 32.04 |
| 2018-09-30 | $272k | 9.0k | 30.39 |
| 2018-06-30 | $269k | 8.5k | 31.83 |
| 2018-03-31 | $265k | 8.6k | 30.99 |
| 2017-12-31 | $286k | 8.5k | 33.85 |
| 2017-09-30 | $286k | 8.5k | 33.85 |
| 2017-06-30 | $279k | 8.0k | 34.88 |
| 2017-03-31 | $280k | 8.0k | 35.00 |
| 2016-12-31 | $306k | 8.0k | 38.25 |
| 2016-09-30 | $237k | 8.0k | 29.62 |
| 2016-06-30 | $256k | 8.0k | 32.00 |
| 2016-03-31 | $183k | 6.0k | 30.50 |
| 2015-12-31 | $150k | 6.0k | 25.00 |
| 2015-09-30 | $105k | 5.0k | 21.00 |
| 2015-03-31 | $121k | 5.0k | 24.20 |
| 2014-12-31 | $122k | 5.3k | 23.19 |
| 2014-09-30 | $100k | 5.0k | 20.00 |
| 2014-06-30 | $104k | 5.0k | 20.80 |
| 2014-03-31 | $102k | 5.0k | 20.40 |
| 2013-12-31 | $105k | 5.0k | 21.00 |
| 2013-09-30 | $100k | 5.0k | 20.00 |
| 2013-06-30 | $95k | 5.0k | 19.00 |
| 2012-12-31 | $88k | 5.0k | 17.60 |
| 2012-09-30 | $92k | 5.0k | 18.40 |