D.A. DAVIDSON & CO.

Position in AVA — Avista Corp

CIK 1080107 GREAT FALLS, MT

Position in AVA

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$362,585

-$33,195 QoQ

Shares Held

8,863

-10.1% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#233

of 413 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

D.A. DAVIDSON & CO. holds $3,991,347 across 2 Utilities - Diversified names. AVA ranks #2 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SRE	Sempra	39,141	$3,628,762
2	AVA	Avista Corp This page	8,863	$362,585

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$362,585	8,863	-10.1%	Shares	Sole	2026-07-24
2026-03-31	$395,780	9,860	0.0%	Shares	Sole	2026-05-05
2025-12-31	$380,004	9,860	+44.5%	Shares	Sole	2026-01-29
2025-09-30	$257,939	6,822	+0.0%	Shares	Sole	2025-10-22
2025-06-30	$258,819	6,820	+8.9%	Shares	Sole	2025-07-30
2025-03-31	$262,189	6,262	-34.8%	Shares	Sole	2025-04-28
2024-12-31	$351,648	9,600	+0.4%	Shares	Sole	2025-01-31
2024-09-30	$370,333	9,557	+12.2%	Shares	Sole	2024-11-13
2024-06-30	$294,738	8,516	+0.5%	Shares	Sole	2024-08-01
2024-03-31	$296,654	8,471	-92.0%	Shares	Sole	2024-05-13
2023-12-31	$3,778,754	105,729	+7.8%	Shares	Sole	2024-02-09
2023-09-30	$3,174,849	98,080	+1846.8%	Shares	Sole	2023-11-08
2023-03-31	$213,863	5,038	-1.2%	Shares	Sole	2023-04-25
2022-12-31	$226,089	5,099	+1.2%	Shares	Sole	2023-02-03
2022-06-30	$219,203	5,038	-27.9%	Shares	Sole	2022-07-28
2022-03-31	$315,282	6,983	+3.8%	Shares	Sole	2022-05-12
2021-12-31	$285,915	6,729	0.0%	Shares	Sole	2022-01-31
2021-09-30	$263,238	6,729	+3.1%	Shares	Sole	2021-11-15
2021-06-30	$278,592	6,529	-6.0%	Shares	Sole	2021-08-10
2021-03-31	$331,814	6,949	0.0%	Shares	Sole	2021-05-07
2020-12-31	$278,932	6,949	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.