WFA of San Diego, LLC
Position in AWK — American Water Works Company, Inc.
CIK 1821407
SAN DIEGO, CA
Position in AWK
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$7,621
+$313 QoQ
Shares Held
56
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
10 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, 2026WFA of San Diego, LLC holds $199,220 across 1 Utilities - Regulated Water name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWR |
American States Water Co
|
2,411 | $199,220 |
All Filings in AWK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,621 | 56 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,308 | 56 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,794 | 56 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $7,790 | 56 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $8,189 | 56 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,232 | 56 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $6,934 | 56 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $7,994 | 56 | Shares | Sole | 2023-08-10 | |
| 2022-12-31 | $8,535 | 56 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $8,331 | 56 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||