Position in AVA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$722,143
+$207,910 QoQ
Shares Held
17,652
+37.8% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#188
of 413 holders
Holding Since
Jun 2025
5 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, 2026Vise Technologies, Inc. holds $3,073,412 across 4 Utilities - Diversified names. AVA ranks #3 (23.5% of the industry book) .
All Filings in AVA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,143 | 17,652 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $514,233 | 12,811 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $493,735 | 12,811 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $343,655 | 9,089 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $260,109 | 6,854 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||