SEC 13F Intelligence

Keynote Financial Services LLC / HTO

Keynote Financial Services LLC’s H2o America Position

Does Keynote Financial Services LLC own H2o America (HTO)? Yes — 55.0K shares worth $3M (+1.72% of its 13F portfolio) as of Q1 2026, down from 56.2K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
55.0K
% of Portfolio
+1.72%
Quarters Held
8
currently held

Position History HTO

Reported value by quarter
Q2 ’24: $2MQ2 ’24Q3 ’24: $2MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202655.0K$3M+1.72%
Q4 202556.2K$3M+1.54%
Q3 202551.4K$3M+1.51%
Q2 202546.1K$2M+1.61%
Q1 202545.9K$3M+1.79%
Q4 202443.9K$2M+1.66%
Q3 202429.4K$2M+1.31%
Q2 202429.7K$2M+1.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Keynote Financial Services LLC’s full portfolio or all institutional holders of HTO.