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Plan A Wealth LLC SBS Position History
Companhia de Saneamento Básico do Estado de São Paulo - SABESP
Quarters held
9
Latest value
$77K
Q3 2026
Peak value
$93K
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $19K |
| Q2 2025 | $29K |
| Q3 2025 | $50K |
| Q4 2025 | $59K |
| Q1 2026 | $47K |
| Q2 2026 | $51K |
| Q2 2026 | $68K |
| Q3 2026 | $93K |
| Q3 2026 | $77K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $77K | 14.4K | — | — |
| Q3 2026 | $93K | 87.3K | — | — |
| Q2 2026 | $68K | 11.7K | — | — |
| Q2 2026 | $51K | 55.9K | — | — |
| Q1 2026 | $47K | 38.3K | — | — |
| Q4 2025 | $59K | 37.0K | — | — |
| Q3 2025 | $50K | 33.4K | — | — |
| Q2 2025 | $29K | 20.4K | — | — |
| Q1 2025 | $19K | 11.3K | — | — |
Other funds holding SBS
$88.3M
$86M
$78.8M
$73.4M