Independent Advisor Alliance

Position in AWK — American Water Works Company, Inc.

CIK 1696899 CHARLOTTE, NC

Position in AWK

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

Position Value

$255,001

-$22,757 QoQ

Shares Held

1,938

-5.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#772

of 1,121 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Independent Advisor Alliance holds $901,717 across 3 Utilities - Regulated Water names. AWK ranks #2 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTRG	Essential Utilities, Inc.	10,956	$419,723
2	AWK	American Water Works Company, Inc. This page	1,938	$255,001
3	YORW	York Water Co	7,406	$226,993

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$255,001	1,938	-5.0%	Shares	Sole	2026-08-12
2026-03-31	$277,758	2,041	-4.9%	Shares	Sole	2026-05-12
2025-12-31	$280,183	2,147	-3.5%	Shares	Sole	2026-02-04
2025-09-30	$309,697	2,225	-4.0%	Shares	Sole	2025-11-04
2025-06-30	$322,316	2,317	+21.4%	Shares	Sole	2025-08-11
2025-03-31	$281,467	1,908	-1.4%	Shares	Sole	2025-05-12
2024-12-31	$241,012	1,936	+22.8%	Shares	Sole	2025-02-07
2024-09-30	$230,473	1,576	-32.9%	Shares	Sole	2024-11-13
2024-06-30	$303,525	2,350	+6.8%	Shares	Sole	2024-08-12
2024-03-31	$268,862	2,200	-22.9%	Shares	Sole	2024-05-08
2023-12-31	$376,435	2,852	-11.1%	Shares	Sole	2024-02-08
2023-09-30	$397,246	3,208	-19.3%	Shares	Sole	2023-10-24
2023-06-30	$567,431	3,975	-13.0%	Shares	Sole	2023-07-28
2023-03-31	$669,605	4,571	-18.0%	Shares	Sole	2023-05-12
2022-09-30	$725,772	5,576	-3.4%	Shares	Sole	2022-11-04
2022-06-30	$858,700	5,772	+1.9%	Shares	Sole	2022-08-04
2022-03-31	$937,727	5,665	+147.4%	Shares	Sole	2022-05-06
2021-12-31	$432,489	2,290	+4.2%	Shares	Sole	2022-02-11
2021-09-30	$371,549	2,198	+7.0%	Shares	Sole	2021-11-01
2021-06-30	$316,583	2,054	-0.4%	Shares	Sole	2021-08-12
2021-03-31	$309,135	2,062	-0.4%	Shares	Sole	2021-05-14
2020-12-31	$317,682	2,070	-1.0%	Shares	Sole	2021-02-11
2020-09-30	$302,799	2,090	-3.3%	Shares	Sole	2020-11-04
2020-06-30	$278,034	2,161	-4.7%	Shares	Sole	2020-08-06
2020-03-31	$271,162	2,268	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.