CREATIVE FINANCIAL DESIGNS INC /ADV
Position in GWRS — Global Water Resources, Inc.
CIK 819864
KOKOMO, IN
Position in GWRS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,821
-$233 QoQ
Shares Held
666
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 108 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GWRS 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. GWRS ranks #6 (0.6% 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
|
241 | $11,724 | |
| 6 | GWRS |
Global Water Resources, Inc.
This page
|
666 | $4,821 |
All Filings in GWRS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,821 | 666 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,054 | 666 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,627 | 666 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,859 | 666 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,786 | 666 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,866 | 666 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $7,659 | 666 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,384 | 666 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $8,058 | 666 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $8,551 | 666 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $8,711 | 666 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $6,493 | 666 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,444 | 666 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $8,278 | 666 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||