Twin Peaks Wealth Advisors’s American States Water AWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$10.7K Buy
+142
New +$10.5K ﹤0.01% 1027
2025
Q3
Sell
-19
Closed -$1.45K 338
2025
Q2
$1.45K Buy
+19
New +$1.49K ﹤0.01% 1702

Other funds holding AWR

Twin Peaks Wealth Advisors's AWR Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in American States Water (AWR) in Q1 2026: 142 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #1027 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in AWR as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in AWR in Q2 2025 and has held it in 2 quarters since. 375 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

  • Twin Peaks Wealth Advisors held 142 shares of American States Water worth $10.7K as of Q1 2026.
  • American States Water was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • American States Water made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1027 holding.
  • Twin Peaks Wealth Advisors first reported a position in American States Water in Q2 2025 and has held it in 2 quarters since.
  • 375 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.