Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

CWCO holding history

Consolidated Water Co. Ltd. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CWCO overview All 13F holders of CWCO Full Q2 2026 holdings

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2022

Holdings of CWCO by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−334−100.0%	Sold out	Holders
Q3 2023	334	$9.50K	<0.1%	+334	New	Holders
Q2 2022	0	$0	0.0%	−334−100.0%	Sold out	Holders
Q1 2022	334	$4.00K	<0.1%	+334	New	Holders