Fortune Financial Advisors, LLC: AWK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fortune Financial Advisors, LLC on AWK, newest first. How the timeline and the estimate are built.
Fortune Financial Advisors, LLC held 4,762 AWK shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 4,762 sharesChange vs previous 13F +2,455 shares
0.27% of the 13F portfolio, value $626,559.
13F-HR 0001961828-26-000008 filed by Fortune Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,307 sharesChange vs previous 13F +443 shares
0.16% of the 13F portfolio, value $313,940.
13F-HR 0001961828-26-000004 filed by Fortune Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,864 sharesChange vs previous 13F +253 shares
0.16% of the 13F portfolio, value $243,194.
13F-HR 0001961828-26-000002 filed by Fortune Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,611 sharesChange vs previous 13F +38 shares
0.17% of the 13F portfolio, value $224,299.
13F-HR 0001961828-25-000005 filed by Fortune Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,573 sharesChange vs previous 13F +87 shares
0.18% of the 13F portfolio, value $218,760.
13F-HR 0001085146-25-003876 filed by Fortune Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,486 sharesChange vs previous 13F +1,486 shares
0.19% of the 13F portfolio, value $219,172.
13F-HR 0001085146-25-002423 filed by Fortune Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001085146-24-005118 filed by Fortune Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.