ACTION POINT FINANCIAL PLANNING, LLC
Position in SBS — Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
CIK 2116119
GRAND RAPIDS, MI
Position in SBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,183
New position
Shares Held
1,762
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#262
of 290 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $36,772 across 6 Utilities - Regulated Water names. SBS ranks #2 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
119 | $15,654 | |
| 2 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
This page
|
1,762 | $10,183 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
173 | $6,623 | |
| 4 | AWR |
American States Water Co
|
33 | $2,724 | |
| 5 | CWT |
California Water Service Group
|
19 | $921 | |
| 6 | HTO |
H2o America
|
11 | $667 |
All Filings in SBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,183 | 1,762 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||