Position in AVA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$346,180
-$8,898 QoQ
Shares Held
8,462
-4.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#239
of 413 holders
Holding Since
Dec 2022
6 quarters on record
Common Shares in AVA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Kestra Advisory Services, LLC holds $4,072,960 across 4 Utilities - Diversified names. AVA ranks #3 (8.5% of the industry book) .
All Filings in AVA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,180 | 8,462 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $355,078 | 8,846 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $608,816 | 15,797 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $574,409 | 15,192 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $296,769 | 7,820 | Shares | Sole | 2025-08-15 | |
| 2022-12-31 | $201,569 | 4,546 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||