Position in HTO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$862,569
+$29,808 QoQ
Shares Held
14,194
0.0% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#151
of 313 holders
Holding Since
Dec 2025
3 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, 2026Rubicon Advisors, GP holds $862,569 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
|
14,194 | $862,569 |
All Filings in HTO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $862,569 | 14,194 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $832,761 | 14,194 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $695,364 | 14,194 | Shares | Sole | 2026-03-09 | |
| No filing history on record for this holder in this stock. | ||||||