Root Financial Partners, LLC
Position in CWT — California Water Service Group
CIK 1977181
ENCINITAS, CA
Position in CWT
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$5,259
+$1,836 QoQ
Shares Held
116
+46.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CWT Over Time
Shares Held
Position Value (USD)
All Filings in CWT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,259 | 116 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,423 | 79 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,212 | 70 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||