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Kestra Advisory Services, LLC: AWK position timeline

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

Kestra Advisory Services, LLC held 30,998 AWK shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,998 shares
    Change vs previous 13F -2,593 shares

    0.01% of the 13F portfolio, value $4,078,718.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,467 shares
    • Kestra Advisory Services, LLC: 17,531 shares

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

  2. period ended2026-03-31
    13F 33,591 shares
    Change vs previous 13F +11,086 shares

    0.01% of the 13F portfolio, value $4,571,377.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,209 shares
    • Kestra Advisory Services, LLC: 17,382 shares

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

  3. period ended2025-12-31
    13F 22,505 shares
    Change vs previous 13F +828 shares

    0.01% of the 13F portfolio, value $2,936,907.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,317 shares
    • Kestra Advisory Services, LLC: 9,188 shares

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

  4. period ended2025-09-30
    13F 21,677 shares
    Change vs previous 13F -387 shares

    0.01% of the 13F portfolio, value $3,017,133.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,213 shares
    • Kestra Advisory Services, LLC: 7,464 shares

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

  5. period ended2025-06-30
    13F 22,064 shares
    Change vs previous 13F -120 shares

    0.01% of the 13F portfolio, value $3,069,383.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,351 shares
    • Kestra Advisory Services, LLC: 6,713 shares

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

  6. period ended2025-03-31
    13F/A 22,184 shares
    Change vs previous 13F +1,372 shares

    0.01% of the 13F portfolio, value $3,272,583.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,712 shares
    • Kestra Advisory Services, LLC: 5,472 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 20,812 shares
    Change vs previous 13F -1,022 shares

    0.01% of the 13F portfolio, value $2,590,887.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,995 shares
    • Kestra Advisory Services, LLC: 6,776 shares
    • Kestra Investment Management, LLC: 41 shares

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

  8. period ended2024-09-30
    13F 21,834 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,193,035.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,932 shares
    • Kestra Advisory Services, LLC: 8,902 shares

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