Position in CWT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$335,685
+$22,839 QoQ
Shares Held
6,900
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#197
of 343 holders
Holding Since
Dec 2025
3 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, 2026Ketron Financial holds $335,685 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
|
6,900 | $335,685 |
All Filings in CWT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,685 | 6,900 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $312,846 | 6,900 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $298,977 | 6,900 | Shares | Sole | 2026-02-24 | |
| No filing history on record for this holder in this stock. | ||||||