Position in HTO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$99,358
+$3,433 QoQ
Shares Held
1,635
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#231
of 313 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026SouthState Bank Corp holds $521,046 across 3 Utilities - Regulated Water names. HTO ranks #2 (19.1% 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 | $99,358 | 1,635 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $95,925 | 1,635 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $80,098 | 1,635 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $73,050 | 1,500 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $77,955 | 1,500 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $546 | 10 | Shares | Defined | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||