Great Valley Advisor Group, Inc.

SEC CIK: 0001769897
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

CWT holding history

California Water Service Group in every 13F filed by Great Valley Advisor Group, Inc., 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 (Q2 2026): 4,242
Value: $206.4K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2021

Holdings of CWT by Great Valley Advisor Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,242	$206.4K	<0.1%	+4,242	New	Holders
Q1 2022	0	$0	0.0%	−3,000−100.0%	Sold out	Holders
Q4 2021	3,000	$216.0K	<0.1%	+3,000	New	Holders