Position in HTO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,108
+$1,386 QoQ
Shares Held
660
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#247
of 313 holders
Holding Since
Mar 2025
6 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, 2026Medallion Wealth Advisors, LLC holds $237,609 across 2 Utilities - Regulated Water names. HTO ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
1,501 | $197,501 | |
| 2 | HTO |
H2o America
This page
|
660 | $40,108 |
All Filings in HTO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,108 | 660 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $38,722 | 660 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $32,333 | 660 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $32,142 | 660 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $34,300 | 660 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $36,095 | 660 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||