IEQ CAPITAL, LLC

Position in HTO — H2o America

CIK 1779789 Foster City, CA

Position in HTO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,760,686

+$513,646 QoQ

Shares Held

30,010

+17.9% QoQ

Ownership

0.072%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 15% Shared 0% None 85%

Utilities · as of Mar 31, 2026

IEQ CAPITAL, LLC holds $7,034,732 across 5 Utilities - Regulated Water names. HTO ranks #2 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWR	American States Water Co	60,094	$4,544,308
2	HTO	H2o America This page	30,010	$1,760,686
3	WTRG	Essential Utilities, Inc.	12,469	$502,126
4	CDZI	Cadiz Inc	34,117	$167,514
5	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	9,849	$60,098

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,760,686	30,010	+17.9%	Shares	Other	2026-05-15
2025-12-31	$1,247,040	25,455	+13.3%	Shares	Other	2026-02-13
2025-09-30	$1,093,655	22,457	+10.3%	Shares	Other	2025-11-14
2025-06-30	$1,058,161	20,361	+58.1%	Shares	Other	2025-08-14
2025-03-31	$704,297	12,878	+50.8%	Shares	Other	2025-05-14
2024-12-31	$420,338	8,540	—	Shares	Other	2025-02-03
No filing history on record for this holder in this stock.