Position in AVA
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$6,627
+$125 QoQ
Shares Held
162
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#351
of 413 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $337,223 across 4 Utilities - Diversified names. AVA ranks #4 (2.0% of the industry book) .
All Filings in AVA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,627 | 162 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $6,502 | 162 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,243 | 162 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,781 | 100 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,795 | 100 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $4,187 | 100 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $3,443 | 94 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,061 | 79 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $2,734 | 79 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $2,906 | 83 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $3,252 | 91 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $1,100 | 34 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $2,748 | 70 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $15,154 | 357 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $3 | 57 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $2,408 | 65 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $696 | 16 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $722 | 16 | Shares | Sole | 2022-04-08 | |
| 2021-09-30 | $5,085 | 130 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||