Position in AVA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$68,196
+$44,996 QoQ
Shares Held
1,667
+188.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#300
of 413 holders
Holding Since
Mar 2020
22 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, 2026SIGNATUREFD, LLC holds $1,526,431 across 6 Utilities - Diversified names. AVA ranks #4 (4.5% of the industry book) .
All Filings in AVA
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,196 | 1,667 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $23,200 | 578 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $18,422 | 478 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $7,259 | 192 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $341 | 9 | Shares | Sole | 2025-07-16 | |
| 2024-03-31 | $4,552 | 130 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,646 | 130 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $9,160 | 283 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $13,391 | 341 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $14,517 | 342 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $15,164 | 342 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $12,522 | 338 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $17,534 | 403 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $10,610 | 235 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $10,664 | 251 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $8,176 | 209 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $9,046 | 212 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $10,123 | 212 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $8,509 | 212 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $9,075 | 266 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $15,538 | 427 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $3,356 | 79 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||