Canvas Wealth Advisors, LLC
Position in CWT — California Water Service Group
CIK 1858782
SHAWNEE, KS
Position in CWT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$830,893
-$194,879 QoQ
Shares Held
17,079
-24.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#142
of 343 holders
Holding Since
Jun 2023
13 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, 2026Canvas Wealth Advisors, LLC holds $830,893 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
|
17,079 | $830,893 |
All Filings in CWT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $830,893 | 17,079 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,025,772 | 22,624 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,000,229 | 23,084 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $947,766 | 20,653 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $889,406 | 19,556 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $915,894 | 18,900 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $358,152 | 7,901 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $309,325 | 5,705 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $566,993 | 11,693 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $676,655 | 14,558 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $402,563 | 7,761 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $478,493 | 10,114 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $404,108 | 7,827 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||