The York Water Company
US ˙ NasdaqGS ˙ US9871841089

SecurityYORW / The York Water Company
InstitutionCwm, Llc
Latest Disclosed Ownership8,588 shares
Latest Disclosed Value $ 261,505
Cwm, Llc reports 9.88% increase in ownership of YORW / The York Water Company

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 8,588 shares of The York Water Company (US:YORW) valued at $261,505 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 7,816 shares of The York Water Company. The current value of the position is $252,144 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F YORK WTR COM 987184108 8,588 772 9.88 262 0.0007
2026-01-26 2025-12-31 13F YORK WTR COM 987184108 7,816 647 9.02 0 0.0007
2025-10-15 2025-09-30 13F YORK WTR COM 987184108 7,169 4,576 176.48 0 0.0007
2025-07-25 2025-06-30 13F YORK WTR COM 987184108 2,593 1,071 70.37 0 0.0003
2025-05-01 2025-03-31 13F YORK WTR COM 987184108 1,522 148 10.77 0 0.0002
2025-02-04 2024-12-31 13F YORK WTR COM 987184108 1,374 -586 -29.90 0 0.0002
2024-10-08 2024-09-30 13F YORK WTR COM 987184108 1,960 222 12.77 0 0.0003
2024-07-10 2024-06-30 13F YORK WTR COM 987184108 1,738 474 37.50 0 0.0003
2024-04-05 2024-03-31 13F YORK WTR COM 987184108 1,264 789 166.11 0 0.0002
2024-02-01 2023-12-31 13F YORK WTR COM 987184108 475 -144 -23.26 0 0.0001
2023-10-11 2023-09-30 13F YORK WTR COM 987184108 619 198 47.03 0 0.0001
2023-08-03 2023-06-30 13F YORK WTR COM 987184108 421 84 24.93 0 0.0001
2023-05-01 2023-03-31 13F YORK WTR COM 987184108 337 0 0.00 0 0.0001
2023-02-01 2022-12-31 13F YORK WTR COM 987184108 337 0 0.00 0 -100.00 0.0001
2022-10-27 2022-09-30 13F YORK WTR COM 987184108 337 0 0.00 13 -7.14 0.0001
2022-07-28 2022-06-30 13F YORK WTR COM 987184108 337 -18 -5.07 14 -12.50 0.0001
2022-04-21 2022-03-31 13F YORK WTR COM 987184108 355 18 5.34 16 -5.88 0.0001
2022-01-31 2021-12-31 13F YORK WTR COM 987184108 337 0 0.00 17 13.33 0.0001
2021-09-15 2021-06-30 13F/A-1 YORK WTR COM 987184108 337 0 0.00 15 0.00 0.0001
2021-07-29 2021-06-30 13F YORK WTR COM 987184108 337 0 15 0.0001
2021-09-15 2021-03-31 13F/A-1 YORK WTR COM 987184108 337 0 0.00 15 0.00 0.0001
2021-04-27 2021-03-31 13F YORK WTR COM 987184108 337 0 17 0.0001
2021-09-15 2020-12-31 13F/A-1 YORK WTR COM 987184108 337 0 0.00 15 0.00 0.0001
2021-01-27 2020-12-31 13F YORK WTR COM 987184108 337 0 16 0.0001
2021-09-15 2020-09-30 13F/A-1 YORK WTR COM 987184108 337 0 0.00 15 0.00 0.0001
2020-10-19 2020-09-30 13F YORK WTR COM 987184108 337 0 14 0.0002
2021-09-15 2020-06-30 13F/A-1 YORK WTR COM 987184108 337 0 0.00 15 0.00 0.0001
2020-07-22 2020-06-30 13F YORK WTR COM 987184108 337 0 16 0.0002
2021-09-15 2020-03-31 13F/A-1 YORK WTR COM 987184108 337 0 0.00 15 0.00 0.0001
2020-04-28 2020-03-31 13F YORK WTR COM 987184108 337 0 15 0.0002
2021-09-14 2019-12-31 13F/A-1 YORK WTR COM 987184108 337 0 0.00 15 0.00 0.0001
2020-01-27 2019-12-31 13F YORK WTR COM 987184108 300 -37 14 0.0002
2021-09-14 2019-09-30 13F/A-1 YORK WTR COM 987184108 337 0 0.00 15 0.00 0.0001
2019-10-22 2019-09-30 13F YORK WTR COM 987184108 300 -37 13 0.0002
2021-09-14 2019-06-30 13F/A-1 YORK WTR COM 987184108 337 0 0.00 15 0.00 0.0001
2019-07-31 2019-06-30 13F YORK WTR COM 987184108 300 -37 11 0.0002
2021-09-02 2019-03-31 13F/A-1 YORK WTR COM 987184108 337 337 15 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.