Position in HTO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$439,320
-$139,006 QoQ
Shares Held
7,488
-36.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
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, 2026Inspire Advisors, LLC holds $3,583,576 across 2 Utilities - Regulated Water names.
All Filings in HTO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $439,320 | 7,488 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $578,326 | 11,805 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $931,387 | 19,125 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $628,733 | 12,098 | Shares | Sole | 2025-08-11 | |
| 2024-09-30 | $271,199 | 4,667 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $253,044 | 4,667 | Shares | Sole | 2024-08-08 | |
| 2020-12-31 | $10,612 | 153 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||