Aprio Wealth Management, LLC
Position in CWT — California Water Service Group
CIK 1803519
ATLANTA, GA
Position in CWT
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$239,168
New position
Shares Held
5,275
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Aprio Wealth Management, LLC holds $454,608 across 1 Utilities - Regulated Water name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
3,455 | $454,608 |
All Filings in CWT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $239,168 | 5,275 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||