Modern Wealth Management, LLC

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

CIK 2001900 KANSAS CITY, MO

Position in SBS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$187,294

-$46,625 QoQ

Shares Held

32,404

-15.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#173

of 290 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Utilities · as of Jun 30, 2026

Modern Wealth Management, LLC holds $1,141,763 across 4 Utilities - Regulated Water names. SBS ranks #4 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	3,223	$424,078
2	WTRG	Essential Utilities, Inc.	8,444	$323,488
3	AWR	American States Water Co	2,504	$206,903
4	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp This page	32,404	$187,294

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$187,294	32,404	+322.6%	Shares	Other	2026-08-14
2026-03-31	$233,919	7,667	-28.3%	Shares	Other	2026-05-14
2025-12-31	$255,097	10,696	+11.1%	Shares	Other	2026-02-17
2025-09-30	$239,665	9,629	—	Shares	Other	2025-11-12
No filing history on record for this holder in this stock.