HB Wealth Management, LLC

Position in AVA — Avista Corp

CIK 1911253 Atlanta, GA

Position in AVA

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$340,003

New position

Shares Held

8,311

first reported quarter

Ownership

0.010%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#241

of 413 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HB Wealth Management, LLC holds $3,412,885 across 4 Utilities - Diversified names. AVA ranks #3 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	22,574	$2,092,835
2	AES	Aes Corp	56,914	$834,359
3	AVA	Avista Corp This page	8,311	$340,003
4	BIPH	Brookfield Infrastructure Partners L.P.	9,448	$145,688

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$340,003	8,311	—	Shares	Sole	2026-07-29
No filing history on record for this holder in this stock.