Lido Advisors, LLC

Position in AWK — American Water Works Company, Inc.

CIK 1650150 Los Angeles, CA

Position in AWK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$903,428

+$2,649 QoQ

Shares Held

6,866

+3.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#496

of 1,121 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 43% Shared 0% None 57%

Utilities · as of Jun 30, 2026

Lido Advisors, LLC holds $2,870,408 across 5 Utilities - Regulated Water names. AWK ranks #1 (31.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc. This page	6,866	$903,428
2	WTRG	Essential Utilities, Inc.	18,996	$727,736
3	AWR	American States Water Co	7,822	$646,331
4	HTO	H2o America	8,381	$509,313
5	CDZI	Cadiz Inc	20,000	$83,600

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$903,428	6,866	+3.7%	Shares	Sole	2026-08-07
2026-03-31	$900,779	6,619	-18.9%	Shares	Sole	2026-05-13
2025-12-31	$1,065,532	8,165	-1.8%	Shares	Sole	2026-02-10
2025-09-30	$1,157,782	8,318	+12.6%	Shares	Sole	2025-11-14
2025-06-30	$1,027,605	7,387	-0.1%	Shares	Sole	2025-08-13
2025-03-31	$1,090,762	7,394	-0.9%	Shares	Sole	2025-05-15
2024-12-31	$928,570	7,459	+8.7%	Shares	Defined	2025-02-14
2024-09-30	$1,003,498	6,862	+0.7%	Shares	Sole	2024-11-14
2024-06-30	$880,354	6,816	-3.4%	Shares	Sole	2024-08-15
2024-03-31	$862,435	7,057	+1.9%	Shares	Sole	2024-05-15
2023-12-31	$914,161	6,926	+10.1%	Shares	Sole	2024-02-14
2023-09-30	$779,138	6,292	-5.7%	Shares	Sole	2023-11-14
2023-06-30	$952,284	6,671	+77.3%	Shares	Sole	2023-08-09
2023-03-31	$551,095	3,762	+88.4%	Shares	Defined	2023-05-15
2022-12-31	$304,382	1,997	-1.0%	Shares	Sole	2023-02-14
2022-09-30	$262,532	2,017	-10.4%	Shares	Sole	2022-11-14
2022-06-30	$335,030	2,252	+34.1%	Shares	Sole	2022-08-15
2022-03-31	$277,924	1,679	-19.9%	Shares	Sole	2022-05-17
2021-12-31	$396,039	2,097	-0.1%	Shares	Sole	2022-02-15
2021-09-30	$354,984	2,100	+57.9%	Shares	Sole	2022-02-15
2021-06-30	$204,992	1,330	-4.0%	Shares	Sole	2021-08-12
2020-09-30	$200,803	1,386	-13.9%	Shares	Sole	2020-11-12
2020-06-30	$207,013	1,609	-21.2%	Shares	Sole	2020-08-12
2020-03-31	$244,021	2,041	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.