Position in PCYO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$247,176
-$260,515 QoQ
Shares Held
23,079
-57.0% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#52
of 117 holders
Holding Since
Mar 2023
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PCYO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026CM WEALTH ADVISORS LLC holds $247,176 across 1 Utilities - Regulated Water name. PCYO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCYO |
Pure Cycle Corp
This page
|
23,079 | $247,176 |
All Filings in PCYO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,176 | 23,079 | Shares | Sole | 2026-08-10 | |
| 2023-03-31 | $507,691 | 53,724 | Shares | Sole | 2023-05-01 | |
| No filing history on record for this holder in this stock. | ||||||