Farther Finance Advisors, LLC

Position in HTO — H2o America

CIK 1992825 SAN FRANCISCO, CA

Position in HTO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$61,013

+$12,200 QoQ

Shares Held

1,004

+20.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#235

of 313 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $2,503,699 across 13 Utilities - Regulated Water names. HTO ranks #6 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	5,919	$778,822
2	WTRG	Essential Utilities, Inc.	16,440	$629,816
3	AWR	American States Water Co	7,337	$606,256
4	CWT	California Water Service Group	4,235	$206,032
5	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	31,791	$183,751
6	HTO	H2o America This page	1,004	$61,013
7	YORW	York Water Co	466	$14,282
8	MSEX	Middlesex Water Co	231	$12,972

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$61,013	1,004	+20.7%	Shares	Sole	2026-07-17
2026-03-31	$48,813	832	+2.3%	Shares	Sole	2026-04-07
2025-12-31	$39,828	813	+106.3%	Shares	Sole	2026-01-23
2025-09-30	$19,187	394	+2526.7%	Shares	Sole	2025-10-14
2025-06-30	$779	15	+15.4%	Shares	Sole	2025-07-11
2025-03-31	$710	13	+550.0%	Shares	Sole	2025-04-14
2024-12-31	$98	2	-33.3%	Shares	Sole	2025-02-10
2024-09-30	$174	3	+50.0%	Shares	Sole	2024-10-29
2024-06-30	$108	2	0.0%	Shares	Sole	2024-07-31
2024-03-31	$113	2	-33.3%	Shares	Sole	2024-05-14
2023-06-30	$210	3	-66.7%	Shares	Sole	2024-05-14
2023-03-31	$685	9	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.