Farther Finance Advisors, LLC

Position in CWT — California Water Service Group

CIK 1992825 SAN FRANCISCO, CA

Position in CWT

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$206,032

+$13,610 QoQ

Shares Held

4,235

-0.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#237

of 343 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $2,503,699 across 13 Utilities - Regulated Water names. CWT ranks #4 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	5,919	$778,822
2	WTRG	Essential Utilities, Inc.	16,440	$629,816
3	AWR	American States Water Co	7,337	$606,256
4	CWT	California Water Service Group This page	4,235	$206,032
5	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	31,791	$183,751
6	HTO	H2o America	1,004	$61,013
7	YORW	York Water Co	466	$14,282
8	MSEX	Middlesex Water Co	231	$12,972

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,032	4,235	-0.2%	Shares	Sole	2026-07-17
2026-03-31	$192,422	4,244	+2.4%	Shares	Sole	2026-04-07
2025-12-31	$179,602	4,145	+657.8%	Shares	Sole	2026-01-23
2025-09-30	$25,101	547	+3318.8%	Shares	Sole	2025-10-14
2025-06-30	$727	16	+23.1%	Shares	Sole	2025-07-11
2025-03-31	$629	13	-35.0%	Shares	Sole	2025-04-14
2024-12-31	$906	20	-47.4%	Shares	Sole	2025-02-10
2024-09-30	$2,060	38	+46.2%	Shares	Sole	2024-10-29
2024-06-30	$1,260	26	+36.8%	Shares	Sole	2024-07-31
2024-03-31	$883	19	-44.1%	Shares	Sole	2024-05-14
2023-12-31	$1,763	34	+277.8%	Shares	Sole	2024-02-15
2023-09-30	$425	9	0.0%	Shares	Sole	2023-11-14
2023-06-30	$464	9	-78.6%	Shares	Sole	2024-05-14
2023-03-31	$2,444	42	+366.7%	Shares	Sole	2024-05-14
2022-12-31	$545	9	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.