Position in CWT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$2,237
+$968 QoQ
Shares Held
46
+64.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#312
of 343 holders
Holding Since
Dec 2021
19 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, 2026JFS WEALTH ADVISORS, LLC holds $44,287 across 9 Utilities - Regulated Water names. CWT ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
406 | $15,553 | |
| 2 | AWK |
American Water Works Company, Inc.
|
82 | $10,789 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
1,310 | $7,571 | |
| 4 | CWCO |
Consolidated Water Co. Ltd.
|
136 | $4,012 | |
| 5 | CWT |
California Water Service Group
This page
|
46 | $2,237 | |
| 6 | AWR |
American States Water Co
|
26 | $2,148 | |
| 7 | HTO |
H2o America
|
24 | $1,458 | |
| 8 | MSEX |
Middlesex Water Co
|
6 | $336 |
All Filings in CWT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,237 | 46 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,269 | 28 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,516 | 35 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $917 | 20 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $591 | 13 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,356 | 28 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $906 | 20 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,518 | 28 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $921 | 19 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $883 | 19 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,400 | 27 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $567 | 12 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,703 | 33 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,978 | 34 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,183 | 36 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,738 | 33 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,055 | 37 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $829 | 14 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $718 | 10 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||