HTO — H2O AMERICA COM

Ownership history in High Note Wealth, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which High Note Wealth, LLC reported a position in H2O AMERICA COM (HTO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 102 +10 +10.9% 0.00% $5K $47.87
2025 Q2 INITIATED 92 — — 0.00% $5K $50.65
% of Fund (quarterly)    HTO price (monthly, adj. close)

Other funds also holding HTO

As of 2025 Q4 — sorted by position size

NUANCE INVESTMENTS, LLC 3Y 7Y 4.89% KEYNOTE FINANCIAL SERVICES LLC 1.54% Ausbil Investment Management Ltd 3Y 1.48% ATLAS Infrastructure Partners (UK) Ltd. 3Y 1.43% Rubicon Advisors, GP 0.64% Clean Yield Group 3Y 7Y 0.58% Jackson Creek Investment Advisors LLC 3Y 0.55% ANTIPODES PARTNERS Ltd 3Y 7Y 0.39% Resolution Capital Ltd 3Y 7Y 0.25% Everstar Asset Management, LLC 0.22%
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