Position in AWK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$239,738
+$100,382 QoQ
Shares Held
1,822
+77.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#787
of 1,123 holders
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AWK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026MATHER GROUP, LLC. holds $319,476 across 3 Utilities - Regulated Water names. AWK ranks #1 (75.0% of the industry book) .
All Filings in AWK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,738 | 1,822 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $139,356 | 1,024 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $38,555 | 277 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $65,203 | 442 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $11,951 | 96 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $28,516 | 195 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $153,700 | 1,190 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $132,109 | 1,081 | Shares | Sole | 2024-04-09 | |
| 2023-09-30 | $255,956 | 2,067 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $214,696 | 1,504 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||