Position in HTO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,701
+$59 QoQ
Shares Held
28
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#283
of 314 holders
Holding Since
Mar 2026
2 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, 2026CVA Family Office, LLC holds $61,600 across 5 Utilities - Regulated Water names. HTO ranks #5 (2.8% of the industry book) .
All Filings in HTO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,701 | 28 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,642 | 28 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||