EverSource Wealth Advisors, LLC
Position in SBS — Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
CIK 1710537
BIRMINGHAM, AL
Position in SBS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$19,807
-$66,255 QoQ
Shares Held
3,427
-75.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#253
of 290 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SBS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $824,125 across 13 Utilities - Regulated Water names. SBS ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
2,311 | $304,077 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
4,723 | $180,934 | |
| 3 | AWR |
American States Water Co
|
1,932 | $159,638 | |
| 4 | CWT |
California Water Service Group
|
1,113 | $54,145 | |
| 5 | HTO |
H2o America
|
754 | $45,818 | |
| 6 | YORW |
York Water Co
|
866 | $26,542 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
This page
|
3,427 | $19,807 | |
| 8 | MSEX |
Middlesex Water Co
|
231 | $12,971 |
All Filings in SBS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,807 | 3,427 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $86,062 | 2,821 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $55,567 | 2,330 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $50,973 | 2,048 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $51,452 | 2,342 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,073 | 676 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,144 | 708 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,269 | 621 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $8,351 | 621 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,828 | 584 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $8,893 | 584 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,149 | 590 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,908 | 499 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,994 | 499 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,977 | 936 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $8,526 | 936 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $7,478 | 936 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $9,200 | 936 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $6,870 | 936 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||