Position in HTO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,894
+$204 QoQ
Shares Held
97
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#275
of 314 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026VSM Wealth Advisory, LLC holds $46,100 across 4 Utilities - Regulated Water names. HTO ranks #2 (12.8% of the industry book) .
All Filings in HTO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,894 | 97 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,690 | 97 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,752 | 97 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $5,041 | 97 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,304 | 97 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,774 | 97 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||