Fourth Dimension Wealth, LLC
Position in AWK — American Water Works Company, Inc.
CIK 2056691
MIDDLEBURG HEIGHTS, OH
Position in AWK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$19,737
-$676 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#972
of 1,123 holders
Holding Since
Dec 2024
7 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, 2026Fourth Dimension Wealth, LLC holds $21,554 across 2 Utilities - Regulated Water names. AWK ranks #1 (91.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
150 | $19,737 | |
| 2 | AWR |
American States Water Co
|
22 | $1,817 |
All Filings in AWK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,737 | 150 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $20,413 | 150 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $19,575 | 150 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $20,878 | 150 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $20,866 | 150 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $22,128 | 150 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $18,673 | 150 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||