CREATIVE FINANCIAL DESIGNS INC /ADV
Position in SBS — Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
CIK 819864
KOKOMO, IN
Position in SBS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$240,488
+$40,648 QoQ
Shares Held
41,607
+27.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#162
of 290 holders
Holding Since
Mar 2020
17 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $831,053 across 6 Utilities - Regulated Water names. SBS ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
3,833 | $504,346 | |
| 2 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
This page
|
41,607 | $240,488 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
1,025 | $39,267 | |
| 4 | AWR |
American States Water Co
|
368 | $30,407 | |
| 5 | CWT |
California Water Service Group
|
241 | $11,724 | |
| 6 | GWRS |
Global Water Resources, Inc.
|
666 | $4,821 |
All Filings in SBS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,488 | 41,607 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $199,840 | 6,550 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $146,629 | 6,148 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $132,290 | 5,315 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $69,403 | 3,159 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $11,912 | 667 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,499 | 314 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,713 | 285 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,833 | 285 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,349 | 199 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,030 | 199 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,411 | 199 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,356 | 199 | Shares | Sole | 2023-07-26 | |
| 2020-12-31 | $42 | 5 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $41 | 5 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $52 | 5 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $36 | 5 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||