Position in AVA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$13,336
+$251 QoQ
Shares Held
326
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#342
of 413 holders
Holding Since
Dec 2022
12 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, 2026Capital Advisors, Ltd. LLC holds $83,664 across 4 Utilities - Diversified names. AVA ranks #3 (15.9% of the industry book) .
All Filings in AVA
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,336 | 326 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $13,085 | 326 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $12,564 | 326 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $11,683 | 309 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $10,132 | 267 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $10,928 | 261 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $9,560 | 261 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $10,113 | 261 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $9,033 | 261 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $5,778 | 165 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $5,897 | 165 | Shares | Sole | 2024-02-02 | |
| 2022-12-31 | $443 | 10 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||