Back to CWT

Capital Advisors, Ltd. LLC → CWT

Capital Advisors, Ltd. LLC CWT Position History

California Water Service Group

Quarters held
4
Latest value
$28K
Q3 2026
Peak value
$30K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$16K
Q1 2026$16K
Q2 2026$30K
Q3 2026$28K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$28K599——
Q2 2026$30K608——
Q1 2026$16K362——
Q4 2025$16K362——

Other funds holding CWT

Other Capital Advisors, Ltd. LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$90.4M
SPY

STATE STR SPDR S&P 500 ETF T

$89.3M
SPY

SPDR S&P 500 ETF TR

$80.9M
SPY

STATE STR SPDR S&P 500 ETF T

$77M
ETHA

ISHARES TR

$70.1M
ETHA

ISHARES TR

$69.3M
ETHA

ISHARES TR

$68.1M
ETHA

ISHARES TR

$60.4M
Capital Advisors, Ltd. LLC CWT Holdings: 13F Position History | Track13F