Heritage Wealth Advisors

SEC CIK: 0001591122
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

AWK holding history

American Water Works Company, Inc. in every 13F filed by Heritage Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AWK overview All 13F holders of AWK Full Q2 2026 holdings

Shares (Q2 2026): 114
Value: $15.0K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2024

Holdings of AWK by Heritage Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	114	$15.0K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	114	$15.5K	<0.1%	+114	New	Holders
Q1 2025	0	$0	0.0%	−8−100.0%	Sold out	Holders
Q4 2024	8	$996	<0.1%	+2+33.3%	Added	Holders
Q3 2024	6	$877	<0.1%	+6	New	Holders