LPL Financial LLC

Position in CWCO — Consolidated Water Co. Ltd.

CIK 1403438 FORT MILL, SC

Position in CWCO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$726,290

-$63,191 QoQ

Shares Held

24,620

+3.3% QoQ

Ownership

0.154%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#52

of 165 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

LPL Financial LLC holds $91,075,028 across 10 Utilities - Regulated Water names. CWCO ranks #10 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	466,253	$61,349,569
2	WTRG	Essential Utilities, Inc.	405,949	$15,551,906
3	AWR	American States Water Co	56,489	$4,667,686
4	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	430,538	$2,488,509
5	ARTNA	Artesian Resources Corp	44,462	$1,511,263
6	YORW	York Water Co	45,144	$1,383,663
7	MSEX	Middlesex Water Co	22,605	$1,269,496
8	CWT	California Water Service Group	23,265	$1,131,842

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$726,290	24,620	+3.3%	Shares	Sole	2026-08-07
2026-03-31	$789,481	23,837	-23.5%	Shares	Sole	2026-05-06
2025-12-31	$1,100,024	31,171	-4.5%	Shares	Sole	2026-02-11
2025-09-30	$1,151,327	32,634	+46.9%	Shares	Sole	2025-11-12
2025-06-30	$666,894	22,215	+3.2%	Shares	Sole	2025-08-12
2025-03-31	$527,049	21,521	-3.9%	Shares	Sole	2025-05-07
2024-12-31	$579,495	22,383	+1.2%	Shares	Sole	2025-02-11
2024-09-30	$557,519	22,115	-36.4%	Shares	Sole	2024-11-08
2024-06-30	$923,459	34,795	-4.7%	Shares	Sole	2024-08-07
2024-03-31	$1,069,902	36,503	+107.5%	Shares	Sole	2024-05-10
2023-12-31	$626,310	17,593	+61.0%	Shares	Sole	2024-02-14
2023-09-30	$310,820	10,929	-9.7%	Shares	Sole	2023-11-13
2023-06-30	$293,352	12,107	+18.8%	Shares	Sole	2023-07-31
2020-03-31	$167,116	10,190	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.