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Root Financial Partners, LLC

Position in HTO — H2o America

CIK 1977181 ENCINITAS, CA

Position in HTO

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$3,402
+$1,002 QoQ
Shares Held
58
+18.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in HTO Over Time

Shares Held

Position Value (USD)

All Filings in HTO

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $3,402 58
2025-12-31 $2,400 49
2025-09-30 $2,386 49