IFP Advisors, Inc

Position in CWCO — Consolidated Water Co. Ltd.

CIK 1641866 TAMPA, FL

Position in CWCO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$7,198

+$6,337 QoQ

Shares Held

244

+838.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#129

of 165 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

IFP Advisors, Inc holds $601,298 across 11 Utilities - Regulated Water names. CWCO ranks #7 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTRG	Essential Utilities, Inc.	5,583	$213,884
2	AWK	American Water Works Company, Inc.	855	$112,500
3	AWR	American States Water Co	1,179	$97,420
4	HTO	H2o America	1,436	$87,265
5	CWT	California Water Service Group	1,213	$59,012
6	YORW	York Water Co	376	$11,524
7	CWCO	Consolidated Water Co. Ltd. This page	244	$7,198
8	MSEX	Middlesex Water Co	110	$6,177

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,198	244	+838.5%	Shares	Sole	2026-07-20
2026-03-31	$861	26	+23.8%	Shares	Sole	2026-04-13
2025-12-31	$741	21	-4.5%	Shares	Sole	2026-02-06
2025-09-30	$776	22	—	Shares	Sole	2026-02-06
2025-06-30	$720	0	-100.0%	Shares	Sole	2025-07-24
2025-03-31	$97	4	0.0%	Shares	Sole	2025-05-05
2024-12-31	$103	4	-98.7%	Shares	Sole	2025-02-04
2022-12-31	$4	300	0.0%	Shares	Sole	2023-02-07
2022-09-30	$4,614	300	0.0%	Shares	Sole	2022-11-08
2022-06-30	$4,350	300	0.0%	Shares	Sole	2022-09-06
2022-03-31	$3,318	300	—	Shares	Sole	2022-09-06
2021-06-30	$0	0	—	Shares	Sole	2021-07-13
2021-03-31	$0	0	—	Shares	Sole	2021-04-30
2020-12-31	$0	0	—	Shares	Sole	2021-01-25
2020-09-30	$0	0	—	Shares	Sole	2020-10-29
2020-06-30	$0	0	—	Shares	Sole	2020-08-05
2020-03-31	$0	0	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.