Position in HTO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$202,000
New position
Shares Held
3,443
first reported quarter
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Beacon Pointe Advisors, LLC holds $1,822,730 across 2 Utilities - Regulated Water names.
All Filings in HTO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $202,000 | 3,443 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||