Position in AVA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$122
+$2 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#409
of 413 holders
Holding Since
Jun 2025
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, 2026Rialto Wealth Management, LLC holds $7,640 across 4 Utilities - Diversified names. AVA ranks #4 (1.6% 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 | $122 | 3 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $120 | 3 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $192 | 5 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $75 | 2 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $37 | 1 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||