Position in AVA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,213
+$119 QoQ
Shares Held
103
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#359
of 413 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Hughes Financial Services, LLC holds $166,302 across 4 Utilities - Diversified names. AVA ranks #2 (2.5% of the industry book) .
All Filings in AVA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,213 | 103 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,094 | 102 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,931 | 102 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,781 | 100 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,795 | 100 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,187 | 100 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||