Position in AVA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,581
+$2,253 QoQ
Shares Held
112
+93.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#357
of 413 holders
Holding Since
Dec 2024
7 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, 2026True Wealth Design, LLC holds $53,501 across 4 Utilities - Diversified names. AVA ranks #3 (8.6% of the industry book) .
All Filings in AVA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,581 | 112 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,328 | 58 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,235 | 58 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,192 | 58 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $75 | 2 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $83 | 2 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $73 | 2 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||