Position in AVA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$42,669
+$14,571 QoQ
Shares Held
1,043
+49.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#308
of 413 holders
Holding Since
Jun 2025
5 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, 2026Essential Partners LLC holds $206,523 across 4 Utilities - Diversified names. AVA ranks #3 (20.7% 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 | $42,669 | 1,043 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $28,098 | 700 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $20,888 | 542 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $19,018 | 503 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $24,022 | 633 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||