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Disclosery

Clearstead Advisors, LLC: AWK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on AWK, newest first. How the timeline and the estimate are built.

Clearstead Advisors, LLC held 71,701 AWK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,701 shares
    Change vs previous 13F -47,076 shares

    0.09% of the 13F portfolio, value $9,434,364.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 118,777 shares
    Change vs previous 13F -3,040 shares

    0.15% of the 13F portfolio, value $16,164,417.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 121,817 shares
    Change vs previous 13F -809 shares

    0.2% of the 13F portfolio, value $15,897,140.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 122,626 shares
    Change vs previous 13F +2,173 shares

    0.25% of the 13F portfolio, value $17,068,283.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 120,453 shares
    Change vs previous 13F +3,344 shares

    0.24% of the 13F portfolio, value $16,756,177.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 117,109 shares
    Change vs previous 13F +112,052 shares

    0.27% of the 13F portfolio, value $17,275,958.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,057 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $629,564.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,056 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $739,367.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).