Position in AVA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$247,464
+$4,658 QoQ
Shares Held
6,049
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#267
of 413 holders
Holding Since
Mar 2020
25 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, 2026Crossmark Global Holdings, Inc. holds $4,740,587 across 4 Utilities - Diversified names. AVA ranks #3 (5.2% of the industry book) .
All Filings in AVA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,464 | 6,049 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $242,806 | 6,049 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $234,670 | 6,089 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $230,225 | 6,089 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $231,077 | 6,089 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $255,867 | 6,111 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $226,116 | 6,173 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $240,288 | 6,201 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $215,550 | 6,228 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $219,364 | 6,264 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $215,725 | 6,036 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $245,279 | 6,246 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $277,749 | 6,543 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $291,401 | 6,572 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $250,828 | 6,770 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $298,478 | 6,860 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $309,729 | 6,860 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $279,159 | 6,570 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $240,588 | 6,150 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $269,759 | 6,322 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $294,713 | 6,172 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $240,920 | 6,002 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $209,394 | 6,137 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $228,019 | 6,266 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $257,022 | 6,049 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||