Position in AWK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$34,210
-$1,173 QoQ
Shares Held
260
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#933
of 1,121 holders
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AWK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026GoalVest Advisory LLC holds $34,210 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
|
260 | $34,210 |
All Filings in AWK
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,210 | 260 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $35,383 | 260 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $33,930 | 260 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $36,189 | 260 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $36,168 | 260 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $442 | 3 | Shares | Sole | 2025-04-07 | |
| 2024-03-31 | $34,829 | 285 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $75,234 | 570 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $22,908 | 185 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $15,702 | 110 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $16,113 | 110 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $16,766 | 110 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $14,317 | 110 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $16,364 | 110 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $18,539 | 112 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||