Position in AVA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$900
+$17 QoQ
Shares Held
22
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#389
of 415 holders
Holding Since
Mar 2024
10 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, 2026Cornerstone Planning Group LLC holds $380,441 across 5 Utilities - Diversified names. AVA ranks #4 (0.2% of the industry book) .
All Filings in AVA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $900 | 22 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $883 | 22 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $847 | 22 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $831 | 22 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,555 | 41 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $921 | 22 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $805 | 22 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $852 | 22 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $761 | 22 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $770 | 22 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||