Position in HTO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$446,234
+$6,738 QoQ
Shares Held
7,343
-2.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#189
of 314 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Gallagher Fiduciary Advisors, LLC holds $446,234 across 1 Utilities - Regulated Water name. HTO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTO |
H2o America
This page
|
7,343 | $446,234 |
All Filings in HTO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,234 | 7,343 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $439,496 | 7,491 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $404,265 | 8,252 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $350,250 | 7,192 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $392,373 | 7,550 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $336,562 | 6,154 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $269,922 | 5,484 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $284,448 | 4,895 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $201,047 | 3,708 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||