Lantern Wealth Advisors, LLC
Position in AWK — American Water Works Company, Inc.
CIK 1950218
MELVILLE, NY
Position in AWK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$434,214
-$96,537 QoQ
Shares Held
3,300
-15.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#651
of 1,123 holders
Holding Since
Mar 2024
9 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, 2026Lantern Wealth Advisors, LLC holds $434,214 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
|
3,300 | $434,214 |
All Filings in AWK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,214 | 3,300 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $530,751 | 3,900 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $508,950 | 3,900 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $542,841 | 3,900 | Shares | Sole | 2025-11-26 | |
| 2025-06-30 | $542,529 | 3,900 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $485,511 | 3,900 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $570,336 | 3,900 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $503,724 | 3,900 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $476,619 | 3,900 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||