Position in AVA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$13,377
+$252 QoQ
Shares Held
327
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#341
of 413 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $68,988 across 3 Utilities - Diversified names. AVA ranks #2 (19.4% of the industry book) .
All Filings in AVA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,377 | 327 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $13,125 | 327 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $12,602 | 327 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $12,363 | 327 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $12,409 | 327 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $13,691 | 327 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $11,978 | 327 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $12,671 | 327 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||