Position in HTO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$41,505
+$15,515 QoQ
Shares Held
683
+54.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#246
of 314 holders
Holding Since
Mar 2020
26 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, 2026Allworth Financial LP holds $8,990,545 across 13 Utilities - Regulated Water names. HTO ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
172,667 | $6,614,872 | |
| 2 | CWT |
California Water Service Group
|
28,115 | $1,367,794 | |
| 3 | AWK |
American Water Works Company, Inc.
|
4,260 | $560,530 | |
| 4 | AWR |
American States Water Co
|
3,568 | $294,823 | |
| 5 | MSEX |
Middlesex Water Co
|
775 | $43,524 | |
| 6 | HTO |
H2o America
This page
|
683 | $41,505 | |
| 7 | YORW |
York Water Co
|
949 | $29,086 | |
| 8 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
2,332 | $13,478 |
All Filings in HTO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,505 | 683 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $25,990 | 443 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,134 | 411 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $156,570 | 3,215 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $153,623 | 2,956 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $283,786 | 5,189 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $256,682 | 5,215 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $315,479 | 5,429 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $293,980 | 5,422 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $291,155 | 5,145 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $335,833 | 5,139 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $308,785 | 5,137 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $528,348 | 7,536 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $573,639 | 7,535 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $400,591 | 4,934 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $283,161 | 4,916 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $305,933 | 4,902 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $340,176 | 4,889 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $532,676 | 7,277 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $479,991 | 7,266 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $307,321 | 4,855 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $311,422 | 4,944 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $342,083 | 4,932 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $299,552 | 4,922 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $323,655 | 5,211 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $277,296 | 4,800 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||