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SIGNATUREFD, LLC → CWT

SIGNATUREFD, LLC CWT Position History

California Water Service Group

Quarters held
4
Latest value
$25K
Q3 2026
Peak value
$69K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$69K
Q1 2026$13K
Q2 2026$24K
Q3 2026$25K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$25K535——
Q2 2026$24K491——
Q1 2026$13K290——
Q4 2025$69K1.6K——

Other funds holding CWT

Other SIGNATUREFD, LLC positions

ETHA

ISHARES TR

$924.6M
ETHA

ISHARES TR

$898.6M
ETHA

ISHARES TR

$843.8M
ETHA

ISHARES TR

$767.1M
ETHA

ISHARES TR

$559.8M
BX

VANGUARD SPECIALIZED FUNDS

$548.1M
BX

VANGUARD SPECIALIZED FUNDS

$540.3M
ETHA

ISHARES TR

$536.6M
SIGNATUREFD, LLC CWT Holdings: 13F Position History | Track13F