Basecamp Wealth Advisors LLC
Position in CWT — California Water Service Group
CIK 2115254
BELLEVUE, WA
Position in CWT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,346
+$727 QoQ
Shares Held
151
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#298
of 343 holders
Holding Since
Dec 2025
3 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, 2026Basecamp Wealth Advisors LLC holds $497,589 across 6 Utilities - Regulated Water names. CWT ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
1,814 | $238,686 | |
| 2 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
24,955 | $144,239 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
1,917 | $73,440 | |
| 4 | AWR |
American States Water Co
|
405 | $33,465 | |
| 5 | CWT |
California Water Service Group
This page
|
151 | $7,346 | |
| 6 | CWCO |
Consolidated Water Co. Ltd.
|
14 | $413 |
All Filings in CWT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,346 | 151 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,619 | 146 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $6,456 | 149 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||