Allworth Financial LP

Position in AVA — Avista Corp

CIK 1555170 FOLSOM, CA

Position in AVA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$161,103

+$71,029 QoQ

Shares Held

3,938

+75.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#286

of 413 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Allworth Financial LP holds $2,243,597 across 6 Utilities - Diversified names. AVA ranks #3 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	18,169	$1,684,447
2	AES	Aes Corp	18,365	$269,230
3	AVA	Avista Corp This page	3,938	$161,103
4	BIPH	Brookfield Infrastructure Partners L.P.	6,368	$98,194
5	UTL	Unitil Corp	480	$25,291
6	AQN	Algonquin Power & Utilities Corp.	910	$5,332

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$161,103	3,938	+75.5%	Shares	Sole	2026-08-11
2026-03-31	$90,074	2,244	+11.1%	Shares	Sole	2026-05-15
2025-12-31	$77,850	2,020	+14.4%	Shares	Sole	2026-02-05
2025-09-30	$66,734	1,765	+11.4%	Shares	Sole	2025-12-02
2025-06-30	$60,150	1,585	+51.7%	Shares	Sole	2025-08-07
2025-03-31	$43,754	1,045	+9.3%	Shares	Sole	2025-04-30
2024-12-31	$35,018	956	+296.7%	Shares	Sole	2025-01-30
2024-09-30	$9,338	241	+1.3%	Shares	Sole	2024-10-23
2024-06-30	$8,237	238	+1.3%	Shares	Sole	2024-07-24
2024-03-31	$8,229	235	+1.3%	Shares	Sole	2024-04-25
2023-12-31	$8,291	232	+2.7%	Shares	Sole	2024-01-24
2023-09-30	$7,315	226	+2.7%	Shares	Sole	2023-10-31
2023-06-30	$8,639	220	+0.9%	Shares	Sole	2023-07-18
2023-03-31	$9,254	218	+0.9%	Shares	Sole	2023-04-18
2022-12-31	$9,577	216	+4.9%	Shares	Sole	2023-01-13
2022-09-30	$7,632	206	+1.5%	Shares	Sole	2022-11-14
2022-06-30	$8,832	203	+1.0%	Shares	Sole	2022-07-13
2022-03-31	$9,075	201	+1.0%	Shares	Sole	2022-04-22
2021-12-31	$8,455	199	+1.0%	Shares	Sole	2022-01-21
2021-09-30	$7,706	197	+1.0%	Shares	Sole	2021-11-02
2021-06-30	$8,320	195	+1.0%	Shares	Sole	2021-08-02
2021-03-31	$9,215	193	+0.5%	Shares	Sole	2021-04-29
2020-12-31	$7,706	192	+1.1%	Shares	Sole	2021-01-26
2020-09-30	$6,482	190	+1.1%	Shares	Sole	2020-11-03
2020-06-30	$6,841	188	+1.1%	Shares	Sole	2020-07-24
2020-03-31	$7,903	186	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.