Creative Planning

Position in SBS — Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp

CIK 1540235 OVERLAND PARK, KS

Position in SBS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,658,692

+$281,654 QoQ

Shares Held

286,971

+27.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#75

of 294 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Jun 30, 2026

Creative Planning holds $27,334,912 across 8 Utilities - Regulated Water names. SBS ranks #4 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	86,061	$11,323,906
2	WTRG	Essential Utilities, Inc.	201,982	$7,737,929
3	AWR	American States Water Co	44,239	$3,655,468
4	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp This page	286,971	$1,658,692
5	CWT	California Water Service Group	27,434	$1,334,664
6	HTO	H2o America	14,420	$876,303
7	YORW	York Water Co	14,247	$436,670
8	ARTNA	Artesian Resources Corp	9,158	$311,280

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,658,692	286,971	+535.8%	Shares	Defined	2026-08-13
2026-03-31	$1,377,038	45,134	+8.8%	Shares	Sole	2026-05-12
2025-12-31	$989,369	41,483	+33.2%	Shares	Sole	2026-02-17
2025-09-30	$775,323	31,150	+1.3%	Shares	Defined	2025-11-14
2025-06-30	$675,884	30,764	+31.5%	Shares	Sole	2025-08-08
2025-03-31	$417,906	23,399	+45.7%	Shares	Sole	2025-05-15
2024-12-31	$230,110	16,058	-7.1%	Shares	Defined	2025-02-14
2024-09-30	$285,943	17,288	+52.3%	Shares	Defined	2024-10-11
2024-06-30	$152,683	11,352	—	Shares	Defined	2024-08-15
No filing history on record for this holder in this stock.