CWT — CALIFORNIA WTR SVC GROUP COM

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  25 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported CALIFORNIA WTR SVC GROUP COM (CWT) in 25 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2024 Q3. The latest visible filing shows CWT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CWT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in CALIFORNIA WTR SVC GROUP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CWT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CWT stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held CWT — position size vs. price
% of Fund (quarterly)    CWT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 241 -362 -60.0% 0.00% $11K 2026-04-13 $45.11
2025 Q4 REDUCED 603 -1,724 -74.1% 0.00% $26K 2026-02-06 $44.13
2025 Q3 REDUCED 2,327 -10,558 -81.9% 0.01% $107K 2025-11-14 (Est.) $45.50
2025 Q2 REDUCED 12,885 -363 -2.7% 0.04% $586K 2025-08-04 $46.01
2025 Q1 ADDED 13,248 +582 +4.6% 0.05% $642K 2025-04-23 $49.16
2024 Q4 ADDED 12,666 +625 +5.2% 0.05% $574K 2025-02-10 $42.60
2024 Q3 ADDED 12,041 +316 +2.7% 0.06% $653K 2024-10-28 $49.60
2024 Q2 ADDED 11,725 +866 +8.0% 0.05% $569K 2024-08-06 $50.65
2024 Q1 ADDED 10,859 +1,926 +21.6% 0.05% $505K 2024-05-01 $47.37
2023 Q4 ADDED 8,933 +1,332 +17.5% 0.05% $463K 2024-01-10 $46.96
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CWT

As of 2026 Q1 — sorted by position size

Green Alpha Advisors, LLC 3Y 0.35% Clean Yield Group 3Y 7Y 0.13% SPIRIT OF AMERICA MANAGEMENT CORP/NY 3Y 7Y 0.06% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.04% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.02% Perigon Wealth Management, LLC 3Y 7Y 0.01% GAMMA Investing LLC 0.01% Farther Finance Advisors, LLC 0.0% True Wealth Design, LLC 3Y 0.0% TRUST CO OF TOLEDO NA /OH/ 3Y 7Y 0.0%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and CWT

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning CWT?

CREATIVE FINANCIAL DESIGNS INC /ADV reported CWT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CWT position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for CWT was 0.06% in 2024 Q3.

What is the latest reported CWT position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 241 shares, equal to 0.00% of portfolio, with an estimated market value of $11K.

What does the chart on this CWT ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly CWT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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