Position in HTO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,458
+$402 QoQ
Shares Held
24
+33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#286
of 313 holders
Holding Since
Dec 2021
19 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, 2026JFS WEALTH ADVISORS, LLC holds $44,287 across 9 Utilities - Regulated Water names. HTO ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
406 | $15,553 | |
| 2 | AWK |
American Water Works Company, Inc.
|
82 | $10,789 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
1,310 | $7,571 | |
| 4 | CWCO |
Consolidated Water Co. Ltd.
|
136 | $4,012 | |
| 5 | CWT |
California Water Service Group
|
46 | $2,237 | |
| 6 | AWR |
American States Water Co
|
26 | $2,148 | |
| 7 | HTO |
H2o America
This page
|
24 | $1,458 | |
| 8 | MSEX |
Middlesex Water Co
|
6 | $336 |
All Filings in HTO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,458 | 24 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,056 | 18 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $979 | 20 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $438 | 9 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $571 | 11 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $875 | 16 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $295 | 6 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,104 | 19 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $542 | 10 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $622 | 11 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,176 | 18 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $661 | 11 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,121 | 16 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,218 | 16 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,461 | 18 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $633 | 11 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $624 | 10 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $974 | 14 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $439 | 6 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||