CWM, LLC

Position in GWRS — Global Water Resources, Inc.

CIK 1535847 OMAHA, NE

Position in GWRS

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$114,305

-$3,445 QoQ

Shares Held

15,060

+8.1% QoQ

Ownership

0.052%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Utilities · as of Mar 31, 2026

CWM, LLC holds $8,554,656 across 12 Utilities - Regulated Water names. GWRS ranks #10 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	17,734	$2,413,420
2	AWR	American States Water Co	28,323	$2,141,785
3	WTRG	Essential Utilities, Inc.	50,380	$2,028,802
4	HTO	H2o America	9,043	$530,552
5	CWT	California Water Service Group	10,873	$492,981
6	YORW	York Water Co	8,588	$261,504
7	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	27,145	$165,638
8	CWCO	Consolidated Water Co. Ltd.	4,692	$155,399

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$114,305	15,060	+8.1%	Shares	Sole	2026-05-14
2025-12-31	$117,750	13,935	-6.6%	Shares	Sole	2026-01-26
2025-09-30	$153,655	14,918	+6.7%	Shares	Sole	2025-10-15
2025-06-30	$142,517	13,986	+7.0%	Shares	Sole	2025-07-25
2025-03-31	$134,731	13,068	+0.2%	Shares	Sole	2025-05-01
2024-12-31	$150,029	13,046	+0.2%	Shares	Sole	2025-02-04
2024-09-30	$163,846	13,014	+0.8%	Shares	Sole	2024-10-08
2024-06-30	$156,247	12,913	+0.9%	Shares	Sole	2024-07-10
2024-03-31	$164,339	12,799	+0.3%	Shares	Sole	2024-04-05
2023-12-31	$166,979	12,766	+18.2%	Shares	Sole	2024-02-01
2023-09-30	$105,261	10,796	+107860.0%	Shares	Sole	2023-10-11
2023-06-30	$126	10	—	Shares	Sole	2023-08-03
No filing history on record for this holder in this stock.