Position in AVA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,872,826
+$1,826,289 QoQ
Shares Held
94,667
+85.7% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#84
of 417 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in AVA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026IEQ CAPITAL, LLC holds $14,341,571 across 4 Utilities - Diversified names. AVA ranks #2 (27.0% of the industry book) .
All Filings in AVA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,872,826 | 94,667 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $2,046,537 | 50,985 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,032,753 | 52,744 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,202,168 | 31,795 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,033,985 | 27,246 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $699,270 | 16,701 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $283,772 | 7,747 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $220,758 | 5,697 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||