CREATIVE FINANCIAL DESIGNS INC /ADV
Position in CWT — California Water Service Group
CIK 819864
KOKOMO, IN
Position in CWT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$11,724
+$798 QoQ
Shares Held
241
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#290
of 343 holders
Holding Since
Mar 2020
26 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $831,053 across 6 Utilities - Regulated Water names. CWT ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
3,833 | $504,346 | |
| 2 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
41,607 | $240,488 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
1,025 | $39,267 | |
| 4 | AWR |
American States Water Co
|
368 | $30,407 | |
| 5 | CWT |
California Water Service Group
This page
|
241 | $11,724 | |
| 6 | GWRS |
Global Water Resources, Inc.
|
666 | $4,821 |
All Filings in CWT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,724 | 241 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $10,926 | 241 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $26,127 | 603 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $106,786 | 2,327 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $586,009 | 12,885 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $641,998 | 13,248 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $574,149 | 12,666 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $652,863 | 12,041 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $568,545 | 11,725 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $504,726 | 10,859 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $463,354 | 8,933 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $359,603 | 7,601 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $363,630 | 7,043 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $403,500 | 6,933 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $416,596 | 6,870 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $339,112 | 6,436 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $336,855 | 6,064 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $334,279 | 5,639 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $399,254 | 5,556 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $312,564 | 5,304 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $278,699 | 5,018 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $276,291 | 4,904 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $257,939 | 4,774 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $194,960 | 4,487 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $204,108 | 4,279 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $97,620 | 1,940 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||