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Ipsen Advisor Group LLC: AWK position timeline

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

Ipsen Advisor Group LLC held 3,633 AWK shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,633 shares
    Change vs previous 13F +133 shares

    0.31% of the 13F portfolio, value $478,002.

    13F-HR 0001964922-26-000004 filed by Ipsen Advisor Group 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 3,500 shares
    Change vs previous 13F +66 shares

    0.33% of the 13F portfolio, value $476,361.

    13F-HR 0001964922-26-000002 filed by Ipsen Advisor Group 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 3,434 shares
    Change vs previous 13F -161 shares

    0.32% of the 13F portfolio, value $448,176.

    13F-HR 0001964922-26-000001 filed by Ipsen Advisor Group 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 3,595 shares
    Change vs previous 13F -1 shares

    0.36% of the 13F portfolio, value $500,327.

    13F-HR 0001964922-25-000002 filed by Ipsen Advisor Group 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 3,596 shares
    Change vs previous 13F +263 shares

    0.38% of the 13F portfolio, value $500,216.

    13F-HR 0001085146-25-004587 filed by Ipsen Advisor Group 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 3,333 shares
    Change vs previous 13F -23 shares

    0.42% of the 13F portfolio, value $491,724.

    13F-HR 0001085146-25-002095 filed by Ipsen Advisor Group 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 3,356 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $417,791.

    13F-HR 0001085146-25-001022 filed by Ipsen Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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