Abacus Wealth Partners, LLC
Position in CWT — California Water Service Group
CIK 1978011
SANTA MONICA, CA
Position in CWT
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$742,941
+$200,493 QoQ
Shares Held
16,386
+30.9% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $742,941 | 16,386 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $542,448 | 12,519 | Shares | Sole | 2026-02-05 | |
| 2024-03-31 | $202,606 | 4,359 | Shares | Sole | 2024-04-10 | |
| No filing history on record for this holder in this stock. | ||||||