Sound Income Strategies, LLC
Position in CWT — California Water Service Group
CIK 1730960
Ft Lauderdale, FL
Position in CWT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$350,766
+$23,865 QoQ
Shares Held
7,210
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#189
of 343 holders
Holding Since
Jun 2024
9 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, 2026Sound Income Strategies, LLC holds $350,766 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
|
7,210 | $350,766 |
All Filings in CWT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,766 | 7,210 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $326,901 | 7,210 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $312,409 | 7,210 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $330,866 | 7,210 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $327,910 | 7,210 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $349,396 | 7,210 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $326,829 | 7,210 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $390,926 | 7,210 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $349,612 | 7,210 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||