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SJW shares owned by Private Advisor

Quarter-by-quarter ownership of SJW (HTO) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in SJW

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All positions including SJW held by Private Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SJW by Private Advisor

Quarter filed Position value Share count Share price at filing
2025-12-31 $358k 7.3k 48.99
2025-09-30 $694k 14k 48.70
2025-06-30 $748k 14k 51.97
2025-03-31 $797k 15k 54.69
2024-12-31 $1.0M 21k 49.22
2024-09-30 $1.6M 27k 58.11
2024-06-30 $1.6M 30k 54.22
2024-03-31 $1.8M 31k 56.59
2023-12-31 $2.1M 32k 65.35
2023-09-30 $1.9M 32k 60.11
2023-06-30 $2.5M 35k 70.11
2023-03-31 $2.8M 37k 76.13
2022-12-31 $3.1k 38k 0.08
2022-09-30 $2.2M 39k 57.60
2022-06-30 $2.5M 40k 62.41
2022-03-31 $2.1M 29k 73.21
2021-12-31 $2.1M 29k 73.21
2021-09-30 $1.9M 29k 66.07
2021-06-30 $1.9M 29k 63.29
2021-03-31 $1.2M 20k 63.00