BOSTON FAMILY OFFICE LLC

Family Office

Position in AWK — American Water Works Company, Inc.

CIK 1039807 BOSTON, MA

Position in AWK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,806,198

-$108,996 QoQ

Shares Held

13,727

-2.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#398

of 1,123 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

BOSTON FAMILY OFFICE LLC holds $1,806,198 across 1 Utilities - Regulated Water name. AWK ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AWK	American Water Works Company, Inc. This page	13,727	$1,806,198

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,806,198	13,727	-2.5%	Shares	Sole	2026-08-12
2026-03-31	$1,915,194	14,073	-1.2%	Shares	Sole	2026-05-13
2025-12-31	$1,858,711	14,243	+4.6%	Shares	Sole	2026-02-13
2025-09-30	$1,895,350	13,617	+26.1%	Shares	Sole	2025-11-12
2025-06-30	$1,502,666	10,802	+19.9%	Shares	Sole	2025-08-13
2025-03-31	$1,329,007	9,009	+27.5%	Shares	Sole	2025-05-13
2024-12-31	$879,646	7,066	+19.1%	Shares	Sole	2025-02-12
2024-09-30	$867,934	5,935	+7.3%	Shares	Sole	2024-11-13
2024-06-30	$714,513	5,532	+5.6%	Shares	Sole	2024-08-12
2024-03-31	$640,135	5,238	+3.6%	Shares	Sole	2024-05-13
2023-12-31	$667,077	5,054	+24.5%	Shares	Sole	2024-02-12
2023-09-30	$502,502	4,058	-0.5%	Shares	Sole	2023-11-13
2023-06-30	$582,420	4,080	+6.8%	Shares	Sole	2023-08-14
2023-03-31	$559,445	3,819	+3.3%	Shares	Sole	2023-05-10
2022-12-31	$563,496	3,697	+9.6%	Shares	Sole	2023-02-07
2022-09-30	$438,899	3,372	0.0%	Shares	Sole	2022-11-08
2022-06-30	$501,652	3,372	0.0%	Shares	Sole	2022-08-11
2022-03-31	$558,167	3,372	0.0%	Shares	Sole	2022-05-11
2021-12-31	$636,835	3,372	0.0%	Shares	Sole	2022-02-14
2021-06-30	$519,726	3,372	—	Shares	Sole	2021-08-12
No filing history on record for this holder in this stock.