Lido Advisors, LLC

Position in AVA — Avista Corp

CIK 1650150 Los Angeles, CA

Position in AVA

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$401,121

+$35,888 QoQ

Shares Held

9,805

+7.8% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#226

of 413 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 35% Shared 0% None 65%

Utilities · as of Jun 30, 2026

Lido Advisors, LLC holds $5,698,845 across 4 Utilities - Diversified names. AVA ranks #3 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AES	Aes Corp	187,314	$2,746,023
2	SRE	Sempra	23,947	$2,220,125
3	AVA	Avista Corp This page	9,805	$401,121
4	BIPH	Brookfield Infrastructure Partners L.P.	21,503	$331,576

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$401,121	9,805	+7.8%	Shares	Defined	2026-08-07
2026-03-31	$365,233	9,099	+14.6%	Shares	Defined	2026-05-13
2025-12-31	$306,045	7,941	+3.3%	Shares	Defined	2026-02-10
2025-09-30	$290,757	7,690	+13.1%	Shares	Defined	2025-11-14
2025-06-30	$258,097	6,801	—	Shares	Defined	2025-08-13
No filing history on record for this holder in this stock.