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Livermore
Livermore
ZHEN

TRUE Private Wealth Advisors

SEC CIK
0001667074
Latest filing
Jul 23, 2026

CWT holding history

California Water Service Group in every 13F filed by TRUE Private Wealth Advisors, 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)
6,208
Value
$302.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CWT by TRUE Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,208$302.0K<0.1%+8+0.1%AddedHolders
Q1 20266,200$281.1K<0.1%00.0%UnchangedHolders
Q4 20256,200$268.6K<0.1%−1,000−13.9%ReducedHolders
Q3 20257,200$330.4K<0.1%00.0%UnchangedHolders
Q2 20257,200$327.5K<0.1%00.0%UnchangedHolders
Q1 20257,200$348.9K<0.1%00.0%UnchangedHolders
Q4 20247,200$326.4K<0.1%00.0%UnchangedHolders
Q3 20247,200$390.4K<0.1%00.0%UnchangedHolders
Q2 20247,200$349.1K<0.1%00.0%UnchangedHolders
Q1 20247,200$334.7K<0.1%00.0%UnchangedHolders
Q4 20237,200$373.5K<0.1%00.0%UnchangedHolders
Q3 20237,200$340.6K<0.1%00.0%UnchangedHolders
Q2 20237,200$371.7K0.1%00.0%UnchangedHolders
Q1 20237,200$419.0K0.1%00.0%UnchangedHolders
Q4 20227,200$436.6K0.1%00.0%UnchangedHolders
Q3 20227,200$379.0K0.1%00.0%UnchangedHolders
Q2 20227,200$399.0K0.1%00.0%UnchangedHolders
Q1 20227,200$373.0K0.1%00.0%UnchangedHolders
Q4 20217,200$517.0K0.1%00.0%UnchangedHolders
Q3 20217,200$424.0K0.1%00.0%UnchangedHolders
Q2 20217,200$399.0K0.1%00.0%UnchangedHolders
Q1 20217,200$406.0K0.1%––Holders

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