Position in AVA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,538,633
+$245,146 QoQ
Shares Held
86,498
+5.4% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#89
of 417 holders
Holding Since
Dec 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, 2026New Age Alpha Advisors, LLC holds $3,538,633 across 1 Utilities - Diversified name. AVA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVA |
Avista Corp
This page
|
86,498 | $3,538,633 |
All Filings in AVA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,538,633 | 86,498 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,293,487 | 82,050 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,281,372 | 85,142 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,683,411 | 123,867 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,803,824 | 126,583 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,820,893 | 139,023 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,654,830 | 127,077 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||