Position in HTO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$102,518
+$19,872 QoQ
Shares Held
1,687
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#231
of 314 holders
Holding Since
Mar 2023
12 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, 2026Global Retirement Partners, LLC holds $1,918,268 across 11 Utilities - Regulated Water names. HTO ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
4,375 | $575,662 | |
| 2 | YORW |
York Water Co
|
12,897 | $395,293 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
50,226 | $290,306 | |
| 4 | WTRG |
Essential Utilities, Inc.
|
3,731 | $142,934 | |
| 5 | AWR |
American States Water Co
|
1,334 | $110,228 | |
| 6 | HTO |
H2o America
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|
1,687 | $102,518 | |
| 7 | PCYO |
Pure Cycle Corp
|
8,052 | $86,236 | |
| 8 | CWT |
California Water Service Group
|
1,658 | $80,661 |
All Filings in HTO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,518 | 1,687 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $82,646 | 1,687 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $82,156 | 1,687 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $87,673 | 1,687 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $83,034 | 1,687 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $113,082 | 1,946 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $105,674 | 1,949 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $90,204 | 1,594 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $104,167 | 1,594 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $108,919 | 1,812 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $121,220 | 1,729 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $131,628 | 1,729 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||