Institute for Wealth Management, LLC.
Position in SBS — Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
CIK 1533954
DENVER, CO
Position in SBS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$107,103
New position
Shares Held
18,530
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#202
of 290 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $574,064 across 5 Utilities - Regulated Water names. SBS ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
9,972 | $382,027 | |
| 2 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
This page
|
18,530 | $107,103 | |
| 3 | AWK |
American Water Works Company, Inc.
|
601 | $79,079 | |
| 4 | AWR |
American States Water Co
|
60 | $4,957 | |
| 5 | MSEX |
Middlesex Water Co
|
16 | $898 |
All Filings in SBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,103 | 18,530 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||