Clearstead Advisors, LLC

SEC CIK: 0000842775
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

CWT holding history

California Water Service Group in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CWT overview All 13F holders of CWT Full Q2 2026 holdings

Shares (Q2 2026): 464
Value: $22.6K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2025

Holdings of CWT by Clearstead Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	464	$22.6K	<0.1%	+464	New	Holders
Q4 2025	0	$0	0.0%	−626−100.0%	Sold out	Holders
Q3 2025	626	$28.7K	<0.1%	+193+44.6%	Added	Holders
Q2 2025	433	$19.7K	<0.1%	+433	New	Holders