Position in HTO
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,349
+$223 QoQ
Shares Held
23
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Sound Income Strategies, LLC holds $350,766 across 1 Utilities - Regulated Water name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWT |
California Water Service Group
|
7,210 | $350,766 |
All Filings in HTO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,349 | 23 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,126 | 23 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||