Position in HTO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,168
+$1,650 QoQ
Shares Held
54
+74.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026MAI Capital Management holds $2,474,095 across 4 Utilities - Regulated Water names.
All Filings in HTO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,168 | 54 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,518 | 31 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $487 | 10 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,053 | 78 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $328 | 6 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $295 | 6 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||