Position in HTO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$523,715
+$18,097 QoQ
Shares Held
8,618
0.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#178
of 313 holders
Holding Since
Jun 2022
7 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, 2026LIBERTY WEALTH MANAGEMENT LLC holds $523,715 across 1 Utilities - Regulated Water name. HTO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTO |
H2o America
This page
|
8,618 | $523,715 |
All Filings in HTO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,715 | 8,618 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $505,618 | 8,618 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $422,195 | 8,618 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $419,696 | 8,618 | Shares | Sole | 2025-10-31 | |
| 2023-03-31 | $331,926 | 4,360 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $251,136 | 4,360 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $272,107 | 4,360 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||