Position in AVA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$286
-$551 QoQ
Shares Held
7
-65.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#405
of 413 holders
Holding Since
Mar 2025
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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $22,258 across 2 Utilities - Diversified names. AVA ranks #2 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
237 | $21,972 | |
| 2 | AVA |
Avista Corp
This page
|
7 | $286 |
All Filings in AVA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286 | 7 | Shares | Sole | 2026-07-28 | |
| 2025-03-31 | $837 | 20 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||