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Rise Advisors, LLC

SEC CIK
0001831316
Latest filing
Jul 10, 2026

HTO holding history

H2O America in every 13F filed by Rise 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2024
Holdings of HTO by Rise Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−214−100.0%Sold outHolders
Q3 2025214$10.4K<0.1%00.0%UnchangedHolders
Q2 2025214$11.1K<0.1%00.0%UnchangedHolders
Q1 2025214$11.7K<0.1%+214NewHolders
Q4 20240$00.0%−122−100.0%Sold outHolders
Q3 2024122$7.07K<0.1%+1+0.8%AddedHolders
Q2 2024121$6.55K<0.1%+36+42.4%AddedHolders
Q1 202485$4.81K<0.1%+85NewHolders