BARTLETT & CO. WEALTH MANAGEMENT LLC

Position in AVA — Avista Corp

CIK 2010186 CINCINNATI, OH

Position in AVA

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$61,365

+$1,155 QoQ

Shares Held

1,500

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#304

of 413 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

BARTLETT & CO. WEALTH MANAGEMENT LLC holds $1,487,770 across 4 Utilities - Diversified names. AVA ranks #2 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	14,888	$1,380,266
2	AVA	Avista Corp This page	1,500	$61,365
3	AES	Aes Corp	2,532	$37,119
4	BIPH	Brookfield Infrastructure Partners L.P.	585	$9,020

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$61,365	1,500	0.0%	Shares	Sole	2026-07-24
2026-03-31	$60,210	1,500	0.0%	Shares	Sole	2026-05-06
2025-12-31	$57,810	1,500	0.0%	Shares	Sole	2026-01-22
2025-09-30	$56,715	1,500	0.0%	Shares	Sole	2025-10-09
2025-06-30	$56,925	1,500	0.0%	Shares	Sole	2025-07-18
2025-03-31	$62,805	1,500	0.0%	Shares	Sole	2025-04-24
2024-12-31	$54,945	1,500	0.0%	Shares	Sole	2025-01-17
2024-09-30	$58,125	1,500	0.0%	Shares	Sole	2024-10-17
2024-06-30	$51,915	1,500	0.0%	Shares	Sole	2024-07-12
2024-03-31	$52,530	1,500	0.0%	Shares	Sole	2024-05-09
2023-12-31	$53,610	1,500	0.0%	Shares	Sole	2024-02-14
2023-09-30	$48,555	1,500	0.0%	Shares	Sole	2024-02-14
2023-06-30	$58,905	1,500	0.0%	Shares	Sole	2024-02-14
2023-03-31	$63,675	1,500	0.0%	Shares	Sole	2024-02-14
2022-12-31	$66,510	1,500	0.0%	Shares	Sole	2024-02-14
2022-09-30	$55,575	1,500	0.0%	Shares	Sole	2024-02-14
2022-06-30	$65,265	1,500	0.0%	Shares	Sole	2024-02-14
2022-03-31	$67,725	1,500	0.0%	Shares	Sole	2024-02-14
2021-09-30	$58,680	1,500	0.0%	Shares	Sole	2024-02-14
2021-06-30	$64,005	1,500	0.0%	Shares	Sole	2024-02-14
2021-03-31	$71,625	1,500	0.0%	Shares	Sole	2024-02-14
2020-12-31	$60,210	1,500	0.0%	Shares	Sole	2024-02-13
2020-09-30	$51,180	1,500	0.0%	Shares	Sole	2024-02-13
2020-06-30	$54,585	1,500	0.0%	Shares	Sole	2024-02-13
2020-03-31	$63,735	1,500	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.