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BFSG, LLC

SEC CIK
0001706836
Latest filing
Jul 20, 2026

CWT holding history

California Water Service Group in every 13F filed by BFSG, LLC, 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)
136
Value
$6.62K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of CWT by BFSG, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026136$6.62K<0.1%00.0%UnchangedHolders
Q1 2026136$6.17K<0.1%00.0%UnchangedHolders
Q4 2025136$5.89K<0.1%00.0%UnchangedHolders
Q3 2025136$6.24K<0.1%00.0%UnchangedHolders
Q2 2025136$6.19K<0.1%00.0%UnchangedHolders
Q1 2025136$6.59K<0.1%00.0%UnchangedHolders
Q4 2024136$6.17K<0.1%−9−6.2%ReducedHolders
Q3 2024145$7.86K<0.1%00.0%UnchangedHolders
Q2 2024145$7.03K<0.1%00.0%UnchangedHolders
Q1 2024145$6.74K<0.1%00.0%UnchangedHolders
Q4 2023145$7.52K<0.1%+145NewHolders