CWT — CALIFORNIA WTR SVC GROUP

Ownership history in Tower View Wealth Management LLC  ·  11 quarters on record

AI Ownership Summary

Tower View Wealth Management LLC reported CALIFORNIA WTR SVC GROUP (CWT) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows CWT at 0.01% 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 Tower View Wealth Management LLC's position in CALIFORNIA WTR SVC GROUP, 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 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

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 Tower View Wealth Management LLC fund profile Tower View Wealth Management LLC full holdings
How Tower View Wealth Management LLC 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 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 535 +4 +0.8% 0.01% $24K 2026-04-20 $46.85
2025 Q4 ADDED 531 +4 +0.8% 0.01% $23K 2026-01-23 $43.83
2025 Q2 ADDED 527 +3 +0.6% 0.01% $24K 2025-07-21 $44.38
2025 Q1 ADDED 524 +3 +0.6% 0.01% $25K 2025-04-22 $50.01
2024 Q4 ADDED 521 +3 +0.6% 0.01% $24K 2025-02-05 $43.05
2024 Q3 UNCHANGED 518 — 0% 0.02% $28K 2024-10-24 $50.10
2024 Q2 UNCHANGED 518 — 0% 0.01% $25K 2024-07-26 $50.58
2024 Q1 UNCHANGED 518 — 0% 0.01% $24K 2024-04-29 $46.03
2023 Q4 UNCHANGED 518 — 0% 0.02% $27K 2024-02-06 $43.62
2 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% Farmers & Merchants Trust Co of Long Beach 3Y 7Y 0.14% Clean Yield Group 3Y 7Y 0.13% Sovereign Financial Group, Inc. 3Y 0.07% SPIRIT OF AMERICA MANAGEMENT CORP/NY 3Y 7Y 0.06% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.04% Louisiana State Employees Retirement System 3Y 7Y 0.02% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.02% State of Alaska, Department of Revenue 3Y 7Y 0.02% Perigon Wealth Management, LLC 3Y 7Y 0.01%

FAQ About Tower View Wealth Management LLC and CWT

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

How long has Tower View Wealth Management LLC reported owning CWT?

Tower View Wealth Management LLC reported CWT across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CWT position in Tower View Wealth Management LLC's portfolio?

The largest reported portfolio weight for CWT was 0.02% in 2023 Q4.

What is the latest reported CWT position on this page?

The most recent filing on this page is 2026 Q1, when Tower View Wealth Management LLC reported 535 shares, equal to 0.01% of portfolio, with an estimated market value of $24K.

What does the chart on this CWT ownership page compare?

The chart compares Tower View Wealth Management LLC'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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