Position in AVA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$103,788
+$6,409 QoQ
Shares Held
2,537
+4.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#294
of 413 holders
Holding Since
Dec 2020
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $241,215 across 4 Utilities - Diversified names. AVA ranks #1 (43.0% of the industry book) .
All Filings in AVA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,788 | 2,537 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $97,379 | 2,426 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $92,688 | 2,405 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $21,555 | 537 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||