Integrated Wealth Concepts LLC
Position in SBS — Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
CIK 1737109
WALTHAM, MA
Position in SBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$323,367
+$122,032 QoQ
Shares Held
55,946
+69.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#142
of 290 holders
Holding Since
Mar 2026
2 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, 2026Integrated Wealth Concepts LLC holds $3,287,134 across 12 Utilities - Regulated Water names. SBS ranks #5 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
8,472 | $1,114,745 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
20,223 | $774,743 | |
| 3 | AWR |
American States Water Co
|
5,429 | $448,598 | |
| 4 | CWT |
California Water Service Group
|
7,065 | $343,712 | |
| 5 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
This page
|
55,946 | $323,367 | |
| 6 | HTO |
H2o America
|
1,703 | $103,491 | |
| 7 | CWCO |
Consolidated Water Co. Ltd.
|
3,132 | $92,394 | |
| 8 | YORW |
York Water Co
|
1,493 | $45,760 |
All Filings in SBS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,367 | 55,946 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $201,335 | 6,599 | Shares | Other | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||