Position in AVA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,209
+$42 QoQ
Shares Held
54
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#373
of 413 holders
Holding Since
Mar 2026
2 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, 2026JPL Wealth Management, LLC holds $48,489 across 4 Utilities - Diversified names. AVA ranks #2 (4.6% of the industry book) .
All Filings in AVA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,209 | 54 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,167 | 54 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||