Position in AVA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$698,333
-$168,007 QoQ
Shares Held
17,070
-20.9% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#190
of 413 holders
Holding Since
Dec 2022
15 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, 2026BENJAMIN EDWARDS INC holds $5,167,548 across 3 Utilities - Diversified names. AVA ranks #3 (13.5% of the industry book) .
All Filings in AVA
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,333 | 17,070 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $866,340 | 21,583 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $914,283 | 23,723 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $828,946 | 21,924 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $748,297 | 19,718 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $777,525 | 18,570 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $739,632 | 20,192 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $717,804 | 18,524 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $515,377 | 14,891 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $421,500 | 12,036 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $404,326 | 11,313 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $137,831 | 4,258 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $107,835 | 2,746 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $46,864 | 1,104 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $19,864 | 448 | Shares | Defined | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||