Position in AVA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$26,141
-$5,416,835 QoQ
Shares Held
639
-99.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#320
of 413 holders
Holding Since
Dec 2024
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, 2026Buck Wealth Strategies, LLC holds $6,797,083 across 3 Utilities - Diversified names. AVA ranks #2 (0.4% 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 | $26,141 | 639 | Shares | Sole | 2026-07-30 | |
| 2025-09-30 | $5,442,976 | 143,956 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,263,854 | 138,705 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,301,495 | 126,618 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,223,768 | 115,309 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||