Tower View Wealth Management LLC
Position in CWT — California Water Service Group
CIK 1729045
SHOREWOOD, WI
Position in CWT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$26,222
+$1,966 QoQ
Shares Held
539
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#272
of 343 holders
Holding Since
Jun 2023
12 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, 2026Tower View Wealth Management LLC holds $106,366 across 2 Utilities - Regulated Water names. CWT ranks #2 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
2,092 | $80,144 | |
| 2 | CWT |
California Water Service Group
This page
|
539 | $26,222 |
All Filings in CWT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,222 | 539 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $24,256 | 535 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $23,008 | 531 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $23,967 | 527 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $25,393 | 524 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $23,616 | 521 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $28,085 | 518 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $25,117 | 518 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $24,076 | 518 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $26,868 | 518 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $24,506 | 518 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $26,589 | 515 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||