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Farther Finance Advisors, LLC → CWT

Farther Finance Advisors, LLC CWT Position History

California Water Service Group

Quarters held
5
Latest value
$201K
Q3 2026
Peak value
$206K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$25K
Q4 2025$180K
Q1 2026$193K
Q2 2026$206K
Q3 2026$201K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$201K4.3K——
Q2 2026$206K4.2K——
Q1 2026$193K4.2K——
Q4 2025$180K4.1K——
Q3 2025$25K547——

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