Position in AWK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,789
+$5,786 QoQ
Shares Held
44
+57.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,046
of 1,123 holders
Holding Since
Mar 2020
14 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, 2026Avion Wealth holds $9,385 across 4 Utilities - Regulated Water names. AWK ranks #1 (61.7% of the industry book) .
All Filings in AWK
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,789 | 44 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3 | 28 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,045 | 31 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6 | 49 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $5 | 42 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2 | 22 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2 | 22 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3 | 27 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,099 | 24 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3 | 20 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3 | 20 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $21,050 | 170 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $24,268 | 179 | Shares | Sole | 2023-07-14 | |
| 2020-03-31 | $7,771 | 65 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||