Beaird Harris Wealth Management, LLC
Position in CWT — California Water Service Group
CIK 1908938
DALLAS, TX
Position in CWT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$38,357
+$1,700 QoQ
Shares Held
846
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CWT Over Time
Shares Held
Position Value (USD)
All Filings in CWT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,357 | 846 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $36,657 | 846 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $38,822 | 846 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $38,476 | 846 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $40,997 | 846 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $38,349 | 846 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $45,870 | 846 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $41,022 | 846 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $39,322 | 846 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $43,882 | 846 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $39,929 | 844 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $43,472 | 842 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $48,888 | 840 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $50,816 | 838 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $44,048 | 836 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $46,384 | 835 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $49,380 | 833 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $59,715 | 831 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||