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IFP Advisors, Inc CWT Position History
California Water Service Group
Quarters held
6
Latest value
$59K
Q3 2026
Peak value
$59K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23K |
| Q3 2025 | $17K |
| Q4 2025 | $16K |
| Q1 2026 | $21K |
| Q2 2026 | $59K |
| Q3 2026 | $59K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $59K | 1.3K | — | — |
| Q2 2026 | $59K | 1.2K | — | — |
| Q1 2026 | $21K | 468 | — | — |
| Q4 2025 | $16K | 363 | — | — |
| Q3 2025 | $17K | 363 | — | — |
| Q3 2025 | $23K | 214 | — | — |
Other funds holding CWT
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$158.9M
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$123.8M
$117.4M
$89.1M
$84.4M