Aptus Capital Advisors, LLC

SEC CIK: 0001664193
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

CWT holding history

California Water Service Group in every 13F filed by Aptus Capital 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 (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 20; Since Q1 2021

Holdings of CWT by Aptus Capital Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−179,202−100.0%	Sold out	Holders
Q4 2025	179,202	$7.76M	0.1%	+715+0.4%	Added	Holders
Q3 2025	178,487	$8.19M	0.1%	+23,622+15.3%	Added	Holders
Q2 2025	154,865	$7.04M	0.1%	+13,980+9.9%	Added	Holders
Q1 2025	140,885	$6.83M	0.1%	+15,907+12.7%	Added	Holders
Q4 2024	124,978	$5.67M	0.1%	+22,937+22.5%	Added	Holders
Q3 2024	102,041	$5.53M	0.1%	+13,769+15.6%	Added	Holders
Q2 2024	88,272	$4.28M	0.1%	+17,586+24.9%	Added	Holders
Q1 2024	70,686	$3.29M	0.1%	+7,495+11.9%	Added	Holders
Q4 2023	63,191	$3.28M	0.1%	−702−1.1%	Reduced	Holders
Q3 2023	63,893	$3.02M	0.1%	−13,104−17.0%	Reduced	Holders
Q2 2023	76,997	$3.98M	0.1%	+5,546+7.8%	Added	Holders
Q1 2023	71,451	$4.16M	0.1%	+8,390+13.3%	Added	Holders
Q4 2022	63,061	$3.82M	0.1%	+6,727+11.9%	Added	Holders
Q3 2022	56,334	$2.97M	0.1%	+8,731+18.3%	Added	Holders
Q2 2022	47,603	$2.64M	0.1%	+1,755+3.8%	Added	Holders
Q1 2022	45,848	$2.72M	0.1%	+2,925+6.8%	Added	Holders
Q4 2021	42,923	$3.08M	0.1%	+8,190+23.6%	Added	Holders
Q3 2021	34,733	$2.05M	0.1%	+6,240+21.9%	Added	Holders
Q2 2021	28,493	$1.58M	0.1%	+6,958+32.3%	Added	Holders
Q1 2021	21,535	$1.21M	0.1%	–	–	Holders

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