JFS Wealth Advisors »

CONSOLIDATED WATER CO Inc Com Stk shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of CONSOLIDATED WATER CO Inc Com Stk (CWCO) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in CONSOLIDATED WATER CO Inc Com Stk

Tip: Access up to 7 years of quarterly data

All positions including CONSOLIDATED WATER CO Inc Com Stk held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in CONSOLIDATED WATER CO Inc Com Stk by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.6k 131 35.49
2023-09-30 $3.7k 130 28.48
2023-06-30 $3.1k 130 24.15
2023-03-31 $2.1k 129 16.43
2022-12-31 $1.9k 128 14.82
2022-09-30 $2.0k 128 15.63
2022-06-30 $2.0k 127 15.75
2022-03-31 $999 126 7.94
2021-12-31 $1.0k 125 8.00
2021-09-30 $999 124 8.06
2021-06-30 $1.0k 123 8.13
2021-03-31 $2.0k 122 16.39
2020-12-31 $1.0k 121 8.26
2020-09-30 $999 120 8.33
2020-06-30 $2.0k 120 16.67
2020-03-31 $2.0k 119 16.81
2019-12-31 $2.0k 118 16.95
2019-09-30 $2.0k 118 16.95
2019-06-30 $2.0k 117 17.09
2019-03-31 $999 116 8.62
2018-12-31 $999 116 8.62
2018-09-30 $2.0k 115 17.39
2018-06-30 $999 114 8.77
2018-03-31 $2.0k 113 17.70
2017-12-31 $1.0k 113 8.85
2017-09-30 $1.0k 112 8.93
2017-06-30 $1.0k 111 9.01
2017-03-31 $999 110 9.09
2016-12-31 $999 110 9.09
2016-09-30 $999 109 9.17
2016-06-30 $999 109 9.17
2016-03-31 $1.0k 108 9.26
2015-12-31 $1.0k 107 9.35
2015-09-30 $1.0k 107 9.35
2015-06-30 $999 106 9.43
2015-03-31 $999 105 9.52
2014-12-31 $1.0k 104 9.62
2014-09-30 $1.0k 104 9.62
2014-06-30 $1.0k 103 9.71

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS Wealth Advisors

Top funds holding CONSOLIDATED WATER CO Inc Com Stk

TSP Capital Management Group
Dimensional Fund Advisors
AltraVue Capital
Legal & General Group
Vanguard Group
Millennium Management
Legato Capital Management
New York State Common Retirement Fund
Heartland Advisors
Farrow Financial
Navellier & Associates
Allspring Global Investments Holdings
Citadel Advisors
NJ State Employees Deferred Compensation Plan
Bank of New York Mellon

View all funds holding CONSOLIDATED WATER CO Inc Com Stk