HFM Investment Advisors, LLC
Position in CWT — California Water Service Group
CIK 2067972
GLASSBORO, NJ
Position in CWT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$243
+$153 QoQ
Shares Held
5
+150.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#331
of 343 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $3,160 across 5 Utilities - Regulated Water names. CWT ranks #4 (7.7% of the industry book) .
All Filings in CWT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243 | 5 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $90 | 2 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $86 | 2 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $91 | 2 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $136 | 3 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $48 | 1 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||