SwitchPoint Financial Planning, LLC
Position in CWCO — Consolidated Water Co. Ltd.
CIK 2055526
LEHI, UT
Position in CWCO
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$235,450
-$50,716 QoQ
Shares Held
7,109
-12.3% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
1.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026SwitchPoint Financial Planning, LLC holds $235,450 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 | $235,450 |
All Filings in CWCO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||