Position in AVA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,364
+$308 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#335
of 413 holders
Holding Since
Dec 2023
11 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, 2026Heritage Wealth Advisors holds $180,320 across 4 Utilities - Diversified names. AVA ranks #3 (9.1% of the industry book) .
All Filings in AVA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,364 | 400 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,056 | 400 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $15,416 | 400 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,124 | 400 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $15,180 | 400 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $16,748 | 400 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $14,652 | 400 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $15,500 | 400 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,844 | 400 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $14,008 | 400 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $14,296 | 400 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||