Advisor OS, LLC

SEC CIK: 0001767580
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

HTO holding history

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

HTO overview All 13F holders of HTO Full Q2 2026 holdings

Shares (Q2 2026): 6,089
Value: $370.0K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2026

Holdings of HTO by Advisor OS, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,089	$370.0K	<0.1%	−87−1.4%	Reduced	Holders
Q1 2026	6,176	$362.4K	<0.1%	+6,176	New	Holders