Position in HTO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$121
-$55 QoQ
Shares Held
2
-33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#305
of 313 holders
Holding Since
Jun 2023
13 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, 2026Abound Wealth Management holds $932 across 4 Utilities - Regulated Water names. HTO ranks #3 (13.0% of the industry book) .
All Filings in HTO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121 | 2 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $176 | 3 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $146 | 3 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $146 | 3 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $155 | 3 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $164 | 3 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $196 | 4 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $232 | 4 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $325 | 6 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $339 | 6 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $392 | 6 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $360 | 6 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $420 | 6 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||