Prospera Financial Services Inc

Position in HTO — H2o America

CIK 1541625 Dallas, TX

Position in HTO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$5,339,434

+$58,430 QoQ

Shares Held

87,863

-2.4% QoQ

Ownership

0.210%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#64

of 314 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Prospera Financial Services Inc holds $18,296,757 across 4 Utilities - Regulated Water names. HTO ranks #2 (29.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	48,236	$6,346,892
2	HTO	H2o America This page	87,863	$5,339,434
3	ARTNA	Artesian Resources Corp	156,992	$5,336,158
4	YORW	York Water Co	41,575	$1,274,273

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,339,434	87,863	-2.4%	Shares	Sole	2026-07-15
2026-03-31	$5,281,004	90,012	+2.4%	Shares	Sole	2026-04-14
2025-12-31	$4,305,045	87,876	+49.8%	Shares	Sole	2026-02-09
2025-09-30	$2,856,888	58,663	—	Shares	Sole	2025-11-06
No filing history on record for this holder in this stock.