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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

HTO holding history

H2O America in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HTO overviewAll 13F holders of HTOFull Q2 2026 holdings

Shares (Q2 2026)
32
Value
$1.95K
% of portfolio
<0.1%
Quarters held
4
Since Q2 2025
Holdings of HTO by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202632$1.95K<0.1%+32NewHolders
Q1 20260$00.0%−3−100.0%Sold outHolders
Q4 20253$147<0.1%−259−98.9%ReducedHolders
Q3 2025262$12.8K<0.1%+212+424.0%AddedHolders
Q2 202550$2.60K<0.1%+50NewHolders