California Water Service shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of California Water Service (CWT) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in California Water Service
Tip: Access up to 7 years of quarterly data
All positions including California Water Service held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in California Water Service by Mariner Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.2M | 23k | 54.21 |
2024-06-30 | $2.0M | 42k | 48.49 |
2024-03-31 | $2.0M | 43k | 46.48 |
2023-12-31 | $1.5M | 29k | 51.87 |
2023-09-30 | $1.5M | 33k | 47.31 |
2023-06-30 | $1.1M | 22k | 51.63 |
2023-03-31 | $461k | 7.9k | 58.12 |
2022-12-31 | $452k | 7.5k | 60.57 |
2022-09-30 | $310k | 5.9k | 52.70 |