Position in CWT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$11,238
-$913 QoQ
Shares Held
231
-13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#291
of 343 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CWT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Westfuller Advisors, LLC holds $57,982 across 3 Utilities - Regulated Water names. CWT ranks #3 (19.4% of the industry book) .
All Filings in CWT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,238 | 231 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $12,151 | 268 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $11,525 | 266 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $12,160 | 265 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||