Position in AVA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$229,586
-$35,097 QoQ
Shares Held
5,612
-14.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#271
of 413 holders
Holding Since
Jun 2024
7 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, 2026World Investment Advisors holds $1,038,487 across 3 Utilities - Diversified names. AVA ranks #3 (22.1% of the industry book) .
All Filings in AVA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,586 | 5,612 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $264,683 | 6,594 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $281,920 | 7,315 | Shares | Sole | 2026-03-13 | |
| 2025-03-31 | $250,298 | 5,978 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $225,091 | 6,145 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $263,306 | 6,795 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $262,620 | 7,588 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||