Avant Financial Advisors LLC AVA — AVISTA CORP

Ownership history in Avant Financial Advisors LLC  ·  6 quarters on record

AI Ownership Summary

Avant Financial Advisors LLC reported AVISTA CORP (AVA) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.31% in 2025 Q1. The latest visible filing shows AVA at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avant Financial Advisors LLC's position in AVISTA CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AVA was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AVA stock page Avant Financial Advisors LLC fund profile Avant Financial Advisors LLC full holdings
How Avant Financial Advisors LLC held AVA — position size vs. price
% of Fund (quarterly)    AVA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 8,099 — 0% 0.23% $325K 2026-04-23 $40.76
2025 Q4 UNCHANGED — — — 8,099 — 0% 0.22% $312K 2026-01-15 $39.15
2025 Q3 UNCHANGED — — — 8,099 — 0% 0.23% $306K 2025-11-03 $36.81
2025 Q2 UNCHANGED — — — 8,099 — 0% 0.25% $307K 2025-08-05 $36.42
2025 Q1 UNCHANGED — — — 8,099 — 0% 0.31% $339K 2025-05-13 $36.12
2024 Q4 INITIATED — — — 8,099 — — 0.27% $297K 2025-03-24 $37.34

🏢 Other funds also holding AVA

As of 2026 Q1 — sorted by position size

Longboard Asset Management, LP 3.82% Bruce & Co., Inc. 3Y 7Y 2.31% NUANCE INVESTMENTS, LLC 3Y 7Y 2.03% MOODY ALDRICH PARTNERS LLC 3Y 7Y 1.22% OLD REPUBLIC INTERNATIONAL CORP 3Y 7Y 0.95% WESTWOOD HOLDINGS GROUP INC 3Y 7Y 0.74% Sound Income Strategies, LLC 3Y 7Y 0.58% RICHARDS, MERRILL & PETERSON, INC. 0.49% RWC Asset Management LLP 3Y 7Y 0.43% Meiji Yasuda Asset Management Co Ltd. 3Y 7Y 0.41%

FAQ About Avant Financial Advisors LLC and AVA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avant Financial Advisors LLC reported owning AVA?

Avant Financial Advisors LLC reported AVA across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AVA position in Avant Financial Advisors LLC's portfolio?

The largest reported portfolio weight for AVA was 0.31% in 2025 Q1.

What is the latest reported AVA position on this page?

The most recent filing on this page is 2026 Q1, when Avant Financial Advisors LLC reported 8,099 shares, equal to 0.23% of portfolio, with an estimated market value of $325K.

What does the chart on this AVA ownership page compare?

The chart compares Avant Financial Advisors LLC's quarterly AVA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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