Golden State Wealth Management, LLC

Position in AWK — American Water Works Company, Inc.

CIK 1776033 SANTA ANA, CA

Position in AWK

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$128,553

-$4,270 QoQ

Shares Held

977

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#867

of 1,121 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $190,944 across 3 Utilities - Regulated Water names. AWK ranks #1 (67.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc. This page	977	$128,553
2	AWR	American States Water Co	380	$31,399
3	WTRG	Essential Utilities, Inc.	809	$30,992

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$128,553	977	+0.1%	Shares	Sole	2026-07-22
2026-03-31	$132,823	976	-13.3%	Shares	Sole	2026-04-28
2025-12-31	$146,943	1,126	-2.9%	Shares	Sole	2026-02-13
2025-09-30	$161,460	1,160	+3.4%	Shares	Sole	2025-11-03
2025-06-30	$156,081	1,122	-11.4%	Shares	Sole	2025-08-06
2025-03-31	$186,760	1,266	-5.1%	Shares	Sole	2025-04-24
2024-12-31	$166,069	1,334	-63.0%	Shares	Sole	2025-01-28
2022-03-31	$597,066	3,607	-1.8%	Shares	Sole	2022-05-19
2021-12-31	$693,682	3,673	+5.3%	Shares	Sole	2022-02-14
2021-09-30	$589,442	3,487	-0.5%	Shares	Sole	2021-11-15
2021-06-30	$540,225	3,505	+97.5%	Shares	Sole	2021-08-12
2020-12-31	$272,409	1,775	-0.5%	Shares	Sole	2021-01-28
2020-09-30	$258,465	1,784	-12.0%	Shares	Sole	2020-11-12
2020-06-30	$260,922	2,028	+30.4%	Shares	Sole	2020-08-13
2020-03-31	$185,915	1,555	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.