Position in HTO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$223,572
New position
Shares Held
3,679
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#214
of 313 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Phillips Wealth Planners LLC holds $223,572 across 1 Utilities - Regulated Water name. HTO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTO |
H2o America
This page
|
3,679 | $223,572 |
All Filings in HTO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,572 | 3,679 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||