Compound Planning, Inc.
Position in SBS — Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
CIK 1978879
NEW YORK, NY
Position in SBS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$461,451
-$38,485 QoQ
Shares Held
79,836
-2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#135
of 290 holders
Holding Since
Sep 2024
7 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, 2026Compound Planning, Inc. holds $1,139,810 across 3 Utilities - Regulated Water names. SBS ranks #1 (40.5% of the industry book) .
All Filings in SBS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,451 | 79,836 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $499,936 | 16,386 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $353,623 | 14,827 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $345,522 | 13,882 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $274,427 | 12,491 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $221,999 | 12,430 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $176,349 | 10,662 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||