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Disclosery

HCR Wealth Advisors: AWK position timeline

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

HCR Wealth Advisors held 25,569 AWK shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,569 shares
    Change vs previous 13F -180 shares

    0.3% of the 13F portfolio, value $3,364,479.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 25,749 shares
    Change vs previous 13F -181 shares

    0.36% of the 13F portfolio, value $3,504,201.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 25,930 shares
    Change vs previous 13F -53 shares

    0.34% of the 13F portfolio, value $3,383,917.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 25,983 shares
    Change vs previous 13F +738 shares

    0.36% of the 13F portfolio, value $3,523,058.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 25,245 shares
    Change vs previous 13F -83 shares

    0.41% of the 13F portfolio, value $3,511,863.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 25,328 shares
    Change vs previous 13F -1,604 shares

    0.49% of the 13F portfolio, value $3,736,434.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 26,932 shares
    Change vs previous 13F -85 shares

    0.42% of the 13F portfolio, value $3,352,854.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 27,017 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $3,950,968.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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