Position in AVA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,810,406
+$881,335 QoQ
Shares Held
142,029
+15.7% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#69
of 413 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in AVA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026CSM Advisors, LLC holds $14,058,762 across 2 Utilities - Diversified names. AVA ranks #2 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTL |
Unitil Corp
|
156,545 | $8,248,356 | |
| 2 | AVA |
Avista Corp
This page
|
142,029 | $5,810,406 |
All Filings in AVA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,810,406 | 142,029 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,929,071 | 122,797 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,313,281 | 111,917 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,020,412 | 106,332 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,669,840 | 96,702 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||