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Disclosery

Private Wealth Partners, LLC: AWK position timeline

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

Private Wealth Partners, LLC held 4,610 AWK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,610 shares
    Change vs previous 13F -4,000 shares

    0.04% of the 13F portfolio, value $606,584.

    13F-HR 0001335851-26-000005 filed by Private Wealth Partners, 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 8,610 shares
    Change vs previous 13F -900 shares

    0.09% of the 13F portfolio, value $1,171,735.

    13F-HR 0001335851-26-000002 filed by Private Wealth Partners, 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 9,510 shares
    Change vs previous 13F -100 shares

    0.09% of the 13F portfolio, value $1,241,055.

    13F-HR 0001335851-26-000001 filed by Private Wealth Partners, 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 9,610 shares
    Change vs previous 13F -50 shares

    0.1% of the 13F portfolio, value $1,337,616.

    13F-HR 0001335851-25-000004 filed by Private Wealth Partners, 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 9,660 shares
    Change vs previous 13F -200 shares

    0.1% of the 13F portfolio, value $1,343,803.

    13F-HR 0001085146-25-004438 filed by Private Wealth Partners, 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 9,860 shares
    Change vs previous 13F -5,495 shares

    0.12% of the 13F portfolio, value $1,454,547.

    13F-HR 0001085146-25-002217 filed by Private Wealth Partners, 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 15,355 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,911,544.

    13F-HR 0001085146-25-000680 filed by Private Wealth Partners, 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 15,355 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,245,515.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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