Position in CWT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,881
New position
Shares Held
347
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#285
of 343 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026IFG Advisory, LLC holds $130,970 across 4 Utilities - Regulated Water names. CWT ranks #3 (12.9% of the industry book) .
All Filings in CWT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,881 | 347 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||