Lido Advisors, LLC

Position in HTO — H2o America

CIK 1650150 Los Angeles, CA

Position in HTO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$509,313

+$34,086 QoQ

Shares Held

8,381

+3.5% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#181

of 313 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Lido Advisors, LLC holds $2,870,408 across 5 Utilities - Regulated Water names. HTO ranks #4 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	6,866	$903,428
2	WTRG	Essential Utilities, Inc.	18,996	$727,736
3	AWR	American States Water Co	7,822	$646,331
4	HTO	H2o America This page	8,381	$509,313
5	CDZI	Cadiz Inc	20,000	$83,600

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$509,313	8,381	+3.5%	Shares	Sole	2026-08-07
2026-03-31	$475,227	8,100	-0.2%	Shares	Defined	2026-05-13
2025-12-31	$397,553	8,115	0.0%	Shares	Sole	2026-02-10
2025-09-30	$395,200	8,115	-0.5%	Shares	Sole	2025-11-14
2025-06-30	$423,763	8,154	0.0%	Shares	Sole	2025-08-13
2025-03-31	$445,942	8,154	0.0%	Shares	Sole	2025-05-15
2024-12-31	$401,339	8,154	0.0%	Shares	Defined	2025-02-14
2024-09-30	$473,828	8,154	-0.4%	Shares	Defined	2024-11-14
2024-06-30	$443,953	8,188	-1.2%	Shares	Sole	2024-08-15
2024-03-31	$469,131	8,290	-1.0%	Shares	Defined	2024-05-15
2023-12-31	$547,306	8,375	-57.5%	Shares	Defined	2024-02-14
2023-09-30	$1,184,227	19,701	+143.1%	Shares	Sole	2023-11-14
2023-06-30	$568,241	8,105	+0.1%	Shares	Sole	2023-08-09
2023-03-31	$616,653	8,100	-50.0%	Shares	Defined	2023-05-15
2022-12-31	$1,315,278	16,200	+92.9%	Shares	Defined	2023-02-14
2022-09-30	$483,840	8,400	—	Shares	Defined	2022-11-14
No filing history on record for this holder in this stock.