Position in CWT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$218,925
+$14,895 QoQ
Shares Held
4,500
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#229
of 343 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $368,428 across 3 Utilities - Regulated Water names. CWT ranks #1 (59.4% of the industry book) .
All Filings in CWT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,925 | 4,500 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $204,030 | 4,500 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $194,985 | 4,500 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $206,505 | 4,500 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $204,660 | 4,500 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $218,070 | 4,500 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $203,985 | 4,500 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||