Position in AVA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,404
+$308 QoQ
Shares Held
401
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#334
of 413 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, 2026Smartleaf Asset Management LLC holds $928,496 across 6 Utilities - Diversified names. AVA ranks #3 (1.8% 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 | $16,404 | 401 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $16,096 | 401 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,260 | 863 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $24,349 | 644 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $18,899 | 498 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $28,722 | 686 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $31,428 | 858 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $15,267 | 394 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $16,785 | 485 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $6,863 | 196 | Shares | Sole | 2024-10-07 | |
| No filing history on record for this holder in this stock. | ||||||