Capital Advisors, Ltd. LLC
Position in CWT — California Water Service Group
CIK 1597878
SHAKER HEIGHTS, OH
Position in CWT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$29,579
+$13,166 QoQ
Shares Held
608
+68.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#269
of 343 holders
Holding Since
Dec 2022
15 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, 2026Capital Advisors, Ltd. LLC holds $171,016 across 5 Utilities - Regulated Water names. CWT ranks #3 (17.3% of the industry book) .
All Filings in CWT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,579 | 608 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $16,413 | 362 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $15,685 | 362 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $16,612 | 362 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $16,463 | 362 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $17,542 | 362 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $16,409 | 362 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $19,627 | 362 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $17,553 | 362 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $16,825 | 362 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $18,776 | 362 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $17,126 | 362 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $18,690 | 362 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,095 | 36 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $22,194 | 366 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||