SwitchPoint Financial Planning, LLC
Position in CWCO — Consolidated Water Co. Ltd.
CIK 2055526
LEHI, UT
Position in CWCO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$209,715
-$25,735 QoQ
Shares Held
7,109
0.0% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#92
of 165 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CWCO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026SwitchPoint Financial Planning, LLC holds $209,715 across 1 Utilities - Regulated Water name. CWCO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWCO |
Consolidated Water Co. Ltd.
This page
|
7,109 | $209,715 |
All Filings in CWCO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,715 | 7,109 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $235,450 | 7,109 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $286,166 | 8,109 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||