Sequoia Financial Advisors, LLC

Position in AVA — Avista Corp

CIK 1599900 Akron, OH

Position in AVA

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$378,867

+$16,484 QoQ

Shares Held

9,261

+2.6% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#41

of 103 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $14,311,731 across 4 Utilities - Diversified names. AVA ranks #4 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BIPH	Brookfield Infrastructure Partners L.P.	472,764	$7,290,020
2	SRE	Sempra	62,622	$5,805,685
3	AES	Aes Corp	57,105	$837,159
4	AVA	Avista Corp This page	9,261	$378,867

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$378,867	9,261	+2.6%	Shares	Sole	2026-07-17
2026-03-31	$362,383	9,028	+4.5%	Shares	Sole	2026-04-30
2025-12-31	$333,101	8,643	+23.3%	Shares	Sole	2026-02-03
2025-09-30	$265,048	7,010	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.