Position in AVA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,394,744
+$95,935 QoQ
Shares Held
34,093
+5.4% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#141
of 413 holders
Holding Since
Dec 2025
3 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, 2026BURNEY CO/ holds $1,394,744 across 1 Utilities - Diversified name. AVA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVA |
Avista Corp
This page
|
34,093 | $1,394,744 |
All Filings in AVA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,394,744 | 34,093 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,298,809 | 32,357 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $795,889 | 20,651 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||