BSW Wealth Partners

Position in AWK — American Water Works Company, Inc.

CIK 1512601 BOULDER, CO

Position in AWK

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$675,005

-$8,166 QoQ

Shares Held

5,130

+2.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#560

of 1,121 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BSW Wealth Partners holds $675,005 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	5,130	$675,005

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$675,005	5,130	+2.2%	Shares	Sole	2026-07-15
2026-03-31	$683,171	5,020	+21.1%	Shares	Sole	2026-04-14
2025-12-31	$540,922	4,145	-17.1%	Shares	Sole	2026-01-23
2025-09-30	$695,950	5,000	+7.5%	Shares	Sole	2025-10-15
2023-03-31	$681,324	4,651	-3.5%	Shares	Sole	2023-05-15
2022-12-31	$734,664	4,820	+14.7%	Shares	Sole	2023-02-14
2022-09-30	$547,192	4,204	-18.3%	Shares	Sole	2022-11-14
2022-06-30	$765,719	5,147	+5.5%	Shares	Sole	2022-08-15
2022-03-31	$807,455	4,878	+24.9%	Shares	Sole	2022-05-16
2021-12-31	$737,687	3,906	+2.4%	Shares	Sole	2022-02-14
2021-09-30	$645,056	3,816	+11.7%	Shares	Sole	2021-11-15
2021-06-30	$526,508	3,416	+41.4%	Shares	Sole	2021-08-16
2021-03-31	$362,056	2,415	+14.2%	Shares	Sole	2021-05-17
2020-12-31	$324,589	2,115	+29.1%	Shares	Sole	2021-02-16
2020-09-30	$237,313	1,638	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.