Position in AWK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$487,503
-$29,911 QoQ
Shares Held
3,705
-2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#626
of 1,121 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in AWK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Family Legacy, Inc. holds $487,503 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
|
3,705 | $487,503 |
All Filings in AWK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,503 | 3,705 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $517,414 | 3,802 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $496,161 | 3,802 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $525,024 | 3,772 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $521,245 | 3,747 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $552,757 | 3,747 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $469,825 | 3,774 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $550,008 | 3,761 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $485,770 | 3,761 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $466,475 | 3,817 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $507,765 | 3,847 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $476,993 | 3,852 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $541,308 | 3,792 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $555,490 | 3,792 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $577,976 | 3,792 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $492,134 | 3,781 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $523,670 | 3,520 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $571,575 | 3,453 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $634,758 | 3,361 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $572,707 | 3,388 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $522,192 | 3,388 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $458,605 | 3,059 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $449,206 | 2,927 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $396,246 | 2,735 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $345,194 | 2,683 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $320,779 | 2,683 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||