Position in AVA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$29,291
+$3,080 QoQ
Shares Held
716
+9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#319
of 413 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in AVA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026UMB Bank, n.a. holds $1,503,228 across 4 Utilities - Diversified names. AVA ranks #3 (1.9% of the industry book) .
All Filings in AVA
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,291 | 716 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $26,211 | 653 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $24,549 | 637 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,628 | 334 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $13,168 | 347 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $10,928 | 261 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $6,923 | 189 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $7,323 | 189 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,184 | 92 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,435 | 41 | Shares | Sole | 2024-04-26 | |
| 2022-03-31 | $9,030 | 200 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $8,498 | 200 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||