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High Note Wealth, LLC

Position in HTO — H2o America

CIK 1807283 DEEPHAVEN, MN

Position in HTO

as of Mar 31, 2026 · filed May 11, 2026
Position Value
$4,517
-$450 QoQ
Shares Held
77
-24.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in HTO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Water

Utilities · as of Jun 30, 2026

High Note Wealth, LLC holds $22,677 across 2 Utilities - Regulated Water names.

# Ticker Company Shares Value (USD) Open

All Filings in HTO

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3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $4,517 77
2025-09-30 $4,967 102
2025-06-30 $4,781 92