Position in CWT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$74,337
+$5,058 QoQ
Shares Held
1,528
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#250
of 343 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CWT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026MATHER GROUP, LLC. holds $319,476 across 3 Utilities - Regulated Water names. CWT ranks #2 (23.3% of the industry book) .
All Filings in CWT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,337 | 1,528 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $69,279 | 1,528 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $70,119 | 1,528 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $74,046 | 1,528 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||