SJW shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of SJW (HTO) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in SJW
Tip: Access up to 7 years of quarterly data
All positions including SJW held by Liberty Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SJW by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $420k | 8.6k | 48.70 |
| 2023-03-31 | $332k | 4.4k | 76.13 |
| 2022-09-30 | $251k | 4.4k | 57.57 |
| 2022-06-30 | $272k | 4.4k | 62.39 |