Skip to content
Disclosery

IFP Advisors, Inc: AWK position timeline

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

IFP Advisors, Inc held 855 AWK shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 855 shares
    Change vs previous 13F -10,938 shares

    <0.01% of the 13F portfolio, value $112,501.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 11,793 shares
    Change vs previous 13F +76 shares

    0.03% of the 13F portfolio, value $1,604,909.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 11,717 shares
    Change vs previous 13F +10,249 shares

    0.03% of the 13F portfolio, value $1,529,068.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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/A 1,468 shares
    Change vs previous 13F -174 shares

    0.01% of the 13F portfolio, value $204,331.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 1,642 shares
    Change vs previous 13F +445 shares

    0.01% of the 13F portfolio, value $228,345.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 1,197 shares
    Change vs previous 13F -72 shares

    0.01% of the 13F portfolio, value $181,841.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 1,269 shares
    Change vs previous 13F -5 shares

    0.01% of the 13F portfolio, value $162,456.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 1,274 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $186,310.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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