Skip to main content

SwitchPoint Financial Planning, LLC

SEC CIK
0002055526
Latest filing
Aug 14, 2026

CWCO holding history

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

CWCO overviewAll 13F holders of CWCOFull Q2 2026 holdings

Shares (Q2 2026)
7,109
Value
$209.7K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of CWCO by SwitchPoint Financial Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,109$209.7K0.1%00.0%UnchangedHolders
Q1 20267,109$235.4K0.2%−1,000−12.3%ReducedHolders
Q4 20258,109$286.2K0.2%+8,109NewHolders