Position in HTO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$425
+$15 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#295
of 313 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $60,406 across 3 Utilities - Regulated Water names. HTO ranks #3 (0.7% of the industry book) .
All Filings in HTO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425 | 7 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $410 | 7 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $342 | 7 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $389 | 8 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||