Position in HTO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$243
+$9 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#301
of 314 holders
Holding Since
Sep 2025
4 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, 2026TFC Financial Management, Inc. holds $4,048 across 4 Utilities - Regulated Water names. HTO ranks #3 (6.0% of the industry book) .
All Filings in HTO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243 | 4 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $234 | 4 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $195 | 4 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $48 | 1 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||