Position in AVA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$327,525
-$16,153 QoQ
Shares Held
8,006
-6.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#243
of 413 holders
Holding Since
Dec 2025
3 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, 2026AlphaCore Capital LLC holds $1,181,051 across 3 Utilities - Diversified names. AVA ranks #2 (27.7% 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 | $327,525 | 8,006 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $343,678 | 8,562 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $381,546 | 9,900 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||