Wealthspire Advisors, LLC

SEC CIK: 0001646247
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

CWT holding history

California Water Service Group in every 13F filed by Wealthspire 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 (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2022

Holdings of CWT by Wealthspire Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−107−100.0%	Sold out	Holders
Q3 2025	107	$4.91K	<0.1%	+107	New	Holders
Q3 2022	0	$0	0.0%	−13,000−100.0%	Sold out	Holders
Q2 2022	13,000	$722.0K	<0.1%	+13,000	New	Holders