Position in HTO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$103,491
New position
Shares Held
1,703
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#229
of 313 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $3,287,134 across 12 Utilities - Regulated Water names. HTO ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
8,472 | $1,114,745 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
20,223 | $774,743 | |
| 3 | AWR |
American States Water Co
|
5,429 | $448,598 | |
| 4 | CWT |
California Water Service Group
|
7,065 | $343,712 | |
| 5 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
55,946 | $323,367 | |
| 6 | HTO |
H2o America
This page
|
1,703 | $103,491 | |
| 7 | CWCO |
Consolidated Water Co. Ltd.
|
3,132 | $92,394 | |
| 8 | YORW |
York Water Co
|
1,493 | $45,760 |
All Filings in HTO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,491 | 1,703 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||