Position in AWK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$13,947
-$342 QoQ
Shares Held
106
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#986
of 1,121 holders
Holding Since
Dec 2024
4 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, 2026Financial Life Planners holds $13,947 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
|
106 | $13,947 |
All Filings in AWK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,947 | 106 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $14,289 | 105 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $14,336 | 103 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $12,697 | 102 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||