JFS WEALTH ADVISORS, LLC

Position in AVA — Avista Corp

CIK 1568068 HERMITAGE, PA

Position in AVA

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$2,700

+$1,858 QoQ

Shares Held

+214.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#369

of 413 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $33,792 across 6 Utilities - Diversified names. AVA ranks #3 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	248	$22,992
2	AES	Aes Corp	387	$5,673
3	AVA	Avista Corp This page	66	$2,700
4	BIPH	Brookfield Infrastructure Partners L.P.	132	$2,035
5	AQN	Algonquin Power & Utilities Corp.	40	$234
6	UTL	Unitil Corp	3	$158

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,700	66	+214.3%	Shares	Sole	2026-07-10
2026-03-31	$842	21	-61.1%	Shares	Sole	2026-04-21
2025-12-31	$2,081	54	+42.1%	Shares	Sole	2026-01-14
2025-09-30	$1,436	38	-9.5%	Shares	Sole	2025-11-10
2025-06-30	$1,593	42	0.0%	Shares	Sole	2025-07-24
2025-03-31	$1,758	42	-2.3%	Shares	Sole	2025-04-22
2024-12-31	$1,575	43	+7.5%	Shares	Sole	2025-01-31
2024-09-30	$1,550	40	+2.6%	Shares	Sole	2024-10-25
2024-06-30	$1,349	39	0.0%	Shares	Sole	2024-07-15
2024-03-31	$1,365	39	0.0%	Shares	Sole	2024-04-30
2023-12-31	$1,393	39	+875.0%	Shares	Sole	2024-02-07
2023-09-30	$129	4	-89.5%	Shares	Sole	2023-11-02
2023-06-30	$1,492	38	0.0%	Shares	Sole	2023-08-07
2023-03-31	$1,613	38	+18.8%	Shares	Sole	2023-04-19
2022-12-31	$1,418	32	+28.0%	Shares	Sole	2023-02-13
2022-09-30	$926	25	-21.9%	Shares	Sole	2022-10-21
2022-06-30	$1,392	32	-3.0%	Shares	Sole	2022-08-02
2022-03-31	$1,489	33	+153.8%	Shares	Sole	2022-05-02
2021-12-31	$552	13	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.