Position in HTO
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$176
-$264 QoQ
Shares Held
3
-66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $831,053 across 6 Utilities - Regulated Water names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
3,833 | $504,346 | |
| 2 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
41,607 | $240,488 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
1,025 | $39,267 | |
| 4 | AWR |
American States Water Co
|
368 | $30,407 | |
| 5 | CWT |
California Water Service Group
|
241 | $11,724 | |
| 6 | GWRS |
Global Water Resources, Inc.
|
666 | $4,821 |
All Filings in HTO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $176 | 3 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $440 | 9 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $99,835 | 2,050 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $117,764 | 2,266 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $123,052 | 2,250 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $107,250 | 2,179 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $178,513 | 3,072 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $184,131 | 3,396 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $164,167 | 2,901 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $389,747 | 5,964 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $346,594 | 5,766 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $376,140 | 5,365 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $408,741 | 5,369 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $445,976 | 5,493 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $295,027 | 5,122 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $303,999 | 4,871 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $308,169 | 4,429 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $315,272 | 4,307 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $267,146 | 4,044 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $220,917 | 3,490 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $202,575 | 3,216 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $191,641 | 2,763 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $153,549 | 2,523 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $150,057 | 2,416 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $35,817 | 620 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||