LPL Financial LLC

Position in CWCO — Consolidated Water Co. Ltd.

CIK 1403438 FORT MILL, SC

Position in CWCO

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$789,481

-$310,543 QoQ

Shares Held

23,837

-23.5% QoQ

Ownership

0.149%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

LPL Financial LLC holds $81,397,437 across 10 Utilities - Regulated Water names. CWCO ranks #8 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	427,276	$58,147,990
2	WTRG	Essential Utilities, Inc.	339,478	$13,670,779
3	AWR	American States Water Co	31,757	$2,401,464
4	ARTNA	Artesian Resources Corp	44,161	$1,406,527
5	YORW	York Water Co	45,553	$1,387,088
6	MSEX	Middlesex Water Co	24,776	$1,289,590
7	CWT	California Water Service Group	22,892	$1,037,923
8	CWCO	Consolidated Water Co. Ltd. This page	23,837	$789,481

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.