Position in AVA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$427,059
-$487,880 QoQ
Shares Held
10,439
-56.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#222
of 413 holders
Holding Since
Dec 2022
5 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in AVA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026MIRABELLA FINANCIAL SERVICES LLP holds $975,716 across 2 Utilities - Diversified names. AVA ranks #2 (43.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
5,918 | $548,657 | |
| 2 | AVA |
Avista Corp
This page
|
10,439 | $427,059 |
All Filings in AVA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,059 | 10,439 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $914,939 | 23,740 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $238,921 | 6,319 | Shares | Sole | 2025-12-15 | |
| 2023-03-31 | $375,555 | 8,847 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,494,169 | 236,675 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||