Position in CWT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$302,019
+$20,911 QoQ
Shares Held
6,208
+0.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#207
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, 2026TRUE Private Wealth Advisors holds $302,019 across 1 Utilities - Regulated Water name. CWT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWT |
California Water Service Group
This page
|
6,208 | $302,019 |
All Filings in CWT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,019 | 6,208 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $281,108 | 6,200 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $268,646 | 6,200 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $330,408 | 7,200 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $327,456 | 7,200 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $348,912 | 7,200 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $326,376 | 7,200 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $390,384 | 7,200 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $349,128 | 7,200 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $334,656 | 7,200 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $373,464 | 7,200 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $340,632 | 7,200 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $371,736 | 7,200 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $419,040 | 7,200 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $436,608 | 7,200 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $379,368 | 7,200 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $399,960 | 7,200 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $426,816 | 7,200 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $517,392 | 7,200 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $424,296 | 7,200 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $399,888 | 7,200 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $405,648 | 7,200 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $389,016 | 7,200 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $312,840 | 7,200 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $343,440 | 7,200 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $362,304 | 7,200 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||