Position in AVA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$49,746
+$1,458 QoQ
Shares Held
1,216
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#307
of 413 holders
Holding Since
Jun 2024
9 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, 2026Larson Financial Group LLC holds $724,313 across 5 Utilities - Diversified names. AVA ranks #2 (6.9% of the industry book) .
All Filings in AVA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,746 | 1,216 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $48,288 | 1,203 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $45,477 | 1,180 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $39,851 | 1,054 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $33,168 | 874 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,098 | 74 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,098 | 30 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $503 | 13 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $449 | 13 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||