DecisionPoint Financial, LLC

Position in CWT — California Water Service Group

CIK 1938514 MESA, AZ

Position in CWT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$48

-$4,360 QoQ

Shares Held

-98.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#342

of 343 holders

Holding Since

Dec 2023

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

DecisionPoint Financial, LLC holds $775 across 5 Utilities - Regulated Water names. CWT ranks #5 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	3	$394
2	WTRG	Essential Utilities, Inc.	5	$191
3	AWR	American States Water Co	1	$82
4	HTO	H2o America	1	$60
5	CWT	California Water Service Group This page	1	$48

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48	1	-98.8%	Shares	Sole	2026-08-05
2023-12-31	$4,408	85	—	Shares	Sole	2024-01-31
No filing history on record for this holder in this stock.