Position in AVA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,145
+$1,475 QoQ
Shares Held
248
+14.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#346
of 413 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in AVA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Covestor Ltd holds $56,488 across 4 Utilities - Diversified names. AVA ranks #3 (18.0% of the industry book) .
All Filings in AVA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,145 | 248 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,670 | 216 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $192 | 5 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,868 | 261 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $10,853 | 286 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,765 | 281 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $9,963 | 272 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,733 | 277 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $9,621 | 278 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $175 | 5 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $160,687 | 4,496 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $107,274 | 3,314 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $314 | 8 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $339 | 8 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $354 | 8 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $127,081 | 3,430 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $105,990 | 2,436 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $112,513 | 2,492 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $57,871 | 1,362 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||