Integrated Wealth Concepts LLC

Position in AVA — Avista Corp

CIK 1737109 WALTHAM, MA

Position in AVA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$445,182

+$173,515 QoQ

Shares Held

10,882

+60.8% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#220

of 413 holders

Holding Since

Sep 2023

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $7,285,650 across 6 Utilities - Diversified names. AVA ranks #3 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	55,398	$5,135,948
2	AES	Aes Corp	101,017	$1,480,909
3	AVA	Avista Corp This page	10,882	$445,182
4	BIPH	Brookfield Infrastructure Partners L.P.	9,969	$153,721
5	UTL	Unitil Corp	0	$63,913
6	AQN	Algonquin Power & Utilities Corp.	1,020	$5,977

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$445,182	10,882	+60.8%	Shares	Sole	2026-08-12
2026-03-31	$271,667	6,768	+9.1%	Shares	Other	2026-05-15
2023-09-30	$200,726	6,201	—	Shares	Sole	2023-11-15
No filing history on record for this holder in this stock.