Wealth Architects, LLC
Position in CWT — California Water Service Group
CIK 1611518
MOUNTAIN VIEW, CA
Position in CWT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$342,106
+$35,835 QoQ
Shares Held
7,032
+4.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#194
of 343 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CWT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Wealth Architects, LLC holds $870,268 across 2 Utilities - Regulated Water names. CWT ranks #2 (39.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
4,014 | $528,162 | |
| 2 | CWT |
California Water Service Group
This page
|
7,032 | $342,106 |
All Filings in CWT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,106 | 7,032 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $306,271 | 6,755 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $305,953 | 7,061 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $332,014 | 7,235 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $315,995 | 6,948 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $334,422 | 6,901 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $297,954 | 6,573 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $356,876 | 6,582 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $314,991 | 6,496 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $300,028 | 6,455 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $342,393 | 6,601 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $311,441 | 6,583 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $335,336 | 6,495 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $382,432 | 6,571 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $398,465 | 6,571 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $346,278 | 6,572 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $362,297 | 6,522 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $389,647 | 6,573 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $465,077 | 6,472 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $380,923 | 6,464 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $371,673 | 6,692 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $366,322 | 6,502 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $347,791 | 6,437 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $279,731 | 6,438 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $314,152 | 6,586 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $331,407 | 6,586 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||