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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CWT holding history

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

CWT overviewAll 13F holders of CWTFull Q2 2026 holdings

Shares (Q2 2026)
27,434
Value
$1.33M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CWT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,434$1.33M<0.1%+9,194+50.4%AddedHolders
Q1 202618,240$827.0K<0.1%+5,278+40.7%AddedHolders
Q4 202512,962$561.6K<0.1%−4,373−25.2%ReducedHolders
Q3 202517,335$795.5K<0.1%+2,033+13.3%AddedHolders
Q2 202515,302$695.9K<0.1%+253+1.7%AddedHolders
Q1 202515,049$729.3K<0.1%+888+6.3%AddedHolders
Q4 202414,161$641.9K<0.1%−933−6.2%ReducedHolders
Q3 202415,094$818.4K<0.1%−2,412−13.8%ReducedHolders
Q2 202417,506$848.9K<0.1%−3,091−15.0%ReducedHolders
Q1 202420,597$957.3K<0.1%−3,706−15.2%ReducedHolders
Q4 202324,303$1.26M<0.1%+5,243+27.5%AddedHolders
Q3 202319,060$901.7K<0.1%−1,888−9.0%ReducedHolders
Q2 202320,948$1.08M<0.1%+1,489+7.7%AddedHolders
Q1 202319,459$1.13M<0.1%−9,810−33.5%ReducedHolders
Q4 202229,269$1.77M<0.1%+8,475+40.8%AddedHolders
Q3 202220,794$1.10M<0.1%+1,454+7.5%AddedHolders
Q2 202219,340$1.07M<0.1%+492+2.6%AddedHolders
Q1 202218,848$1.12M<0.1%+1,651+9.6%AddedHolders
Q4 202117,197$1.24M<0.1%+377+2.2%AddedHolders
Q3 202116,820$991.0K<0.1%−877−5.0%ReducedHolders
Q2 202117,697$983.0K<0.1%+4,938+38.7%AddedHolders
Q1 202112,759$719.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.