INDEPENDENT FINANCIAL GROUP, LLC

Position in AWK — American Water Works Company, Inc.

CIK 275484 SAN DIEGO, CA

Position in AWK

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$383,687

+$135,051 QoQ

Shares Held

2,916

+59.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#685

of 1,123 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $383,687 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	2,916	$383,687

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$383,687	2,916	+59.6%	Shares	Sole	2026-07-15
2026-03-31	$248,636	1,827	+13.6%	Shares	Sole	2026-05-15
2025-12-31	$209,844	1,608	-4.6%	Shares	Sole	2026-05-15
2025-09-30	$234,535	1,685	-26.3%	Shares	Sole	2026-05-15
2025-06-30	$317,866	2,285	-1.4%	Shares	Sole	2026-05-15
2025-03-31	$341,951	2,318	-1.3%	Shares	Sole	2026-05-19
2024-12-31	$292,427	2,349	-5.8%	Shares	Sole	2026-06-12
2024-09-30	$364,576	2,493	-4.3%	Shares	Sole	2026-06-12
2024-06-30	$336,461	2,605	+8.1%	Shares	Sole	2026-06-12
2024-03-31	$294,526	2,410	-3.7%	Shares	Sole	2026-06-12
2023-12-31	$330,238	2,502	-31.8%	Shares	Sole	2026-06-12
2023-09-30	$454,084	3,667	+33.2%	Shares	Sole	2026-06-12
2023-06-30	$393,133	2,754	+11.1%	Shares	Sole	2026-06-12
2021-03-31	$371,501	2,478	+52.5%	Shares	Sole	2026-06-15
2020-12-31	$249,388	1,625	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.