Position in CWT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$312,770
+$88,474 QoQ
Shares Held
6,429
+30.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#205
of 343 holders
Holding Since
Mar 2024
5 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, 2026INCEPTIONR LLC holds $312,770 across 1 Utilities - Regulated Water name. CWT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWT |
California Water Service Group
This page
|
6,429 | $312,770 |
All Filings in CWT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,770 | 6,429 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $224,296 | 4,947 | Shares | Sole | 2026-05-14 | |
| 2024-12-31 | $366,583 | 8,087 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $656,062 | 12,100 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $589,970 | 12,693 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||