Position in AVA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,186
+$22 QoQ
Shares Held
29
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#385
of 413 holders
Holding Since
Dec 2025
3 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, 2026Cornerstone Financial Management LLC holds $19,683 across 4 Utilities - Diversified names. AVA ranks #4 (6.0% of the industry book) .
All Filings in AVA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,186 | 29 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,164 | 29 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,117 | 29 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||