Position in CWT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,616
+$450 QoQ
Shares Held
136
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#300
of 343 holders
Holding Since
Dec 2023
11 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, 2026BFSG, LLC holds $891,403 across 3 Utilities - Regulated Water names. CWT ranks #3 (0.7% of the industry book) .
All Filings in CWT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,616 | 136 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,166 | 136 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,892 | 136 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $6,241 | 136 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,185 | 136 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $6,590 | 136 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $6,164 | 136 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $7,861 | 145 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $7,031 | 145 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $6,739 | 145 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $7,521 | 145 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||