DIVERSIFY WEALTH MANAGEMENT, LLC
Position in AWK — American Water Works Company, Inc.
CIK 2030780
SANDY, UT
Position in AWK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$415,529
-$185,716 QoQ
Shares Held
3,158
-28.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#656
of 1,121 holders
Holding Since
Mar 2026
2 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $415,529 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
|
3,158 | $415,529 |
All Filings in AWK
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,529 | 3,158 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $601,245 | 4,418 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||