Position in AVA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$409
-$169 QoQ
Shares Held
10
-33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#403
of 413 holders
Holding Since
Sep 2025
3 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, 2026FINANCIAL CONSULATE, INC holds $4,445 across 3 Utilities - Diversified names. AVA ranks #3 (9.2% of the industry book) .
All Filings in AVA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409 | 10 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $578 | 15 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $453 | 12 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||