JFS WEALTH ADVISORS, LLC
Position in SBS — Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
CIK 1568068
HERMITAGE, PA
Position in SBS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$7,571
-$422 QoQ
Shares Held
1,310
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#265
of 290 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SBS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $44,287 across 9 Utilities - Regulated Water names. SBS ranks #3 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
406 | $15,553 | |
| 2 | AWK |
American Water Works Company, Inc.
|
82 | $10,789 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
This page
|
1,310 | $7,571 | |
| 4 | CWCO |
Consolidated Water Co. Ltd.
|
136 | $4,012 | |
| 5 | CWT |
California Water Service Group
|
46 | $2,237 | |
| 6 | AWR |
American States Water Co
|
26 | $2,148 | |
| 7 | HTO |
H2o America
|
24 | $1,458 | |
| 8 | MSEX |
Middlesex Water Co
|
6 | $336 |
All Filings in SBS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,571 | 1,310 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $7,993 | 262 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $6,272 | 263 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $6,346 | 255 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,602 | 255 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,554 | 255 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,665 | 186 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,076 | 186 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,501 | 186 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,130 | 186 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,832 | 186 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,266 | 187 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,202 | 186 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,881 | 188 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,004 | 188 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,958 | 215 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,693 | 212 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,887 | 192 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||