COMPASS FINANCIAL MANAGEMENT LLC

Position in HTO — H2o America

CIK 2148724 TAMPA, FL

Position in HTO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$13,187

New position

Shares Held

217

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#266

of 313 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

COMPASS FINANCIAL MANAGEMENT LLC holds $205,455 across 3 Utilities - Regulated Water names. HTO ranks #2 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	1,381	$181,711
2	HTO	H2o America This page	217	$13,187
3	CWT	California Water Service Group	217	$10,557

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,187	217	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.