AVA β€” AVISTA CORP

Ownership history in DiNuzzo Private Wealth, Inc.  Β·  10 quarters on record

AI Ownership Summary

DiNuzzo Private Wealth, Inc. reported AVISTA CORP (AVA) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows AVA at 0.00% 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 DiNuzzo Private Wealth, Inc.'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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2023 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.

How DiNuzzo Private Wealth, Inc. held AVA β€” position size vs. price
% of Fund (quarterly)    AVA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 10 β€” 0% 0.00% $402 2026-04-08 $41.72
2025 Q4 UNCHANGED 10 β€” 0% 0.00% $386 2026-01-16 $39.72
2025 Q3 UNCHANGED 10 β€” 0% 0.00% $366 2025-10-14 $36.46
2025 Q2 UNCHANGED 10 β€” 0% 0.00% $380 2025-07-17 $36.18
2025 Q1 UNCHANGED 10 β€” 0% 0.00% $419 2025-04-25 $39.11
2024 Q4 UNCHANGED 10 β€” 0% 0.00% $367 2025-01-23 $33.66
2024 Q3 ADDED 10 +2 +25.0% 0.00% $388 2024-10-17 $35.17
2024 Q2 ADDED 8 +1 +14.3% 0.00% $277 2024-07-30 $36.25
2024 Q1 REDUCED 7 -2 -22.2% 0.00% $246 2024-05-06 $33.85
2023 Q4 INITIATED 9 β€” β€” 0.00% $322 2024-02-06 $29.36

FAQ About DiNuzzo Private Wealth, Inc. and AVA

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

How long has DiNuzzo Private Wealth, Inc. reported owning AVA?

DiNuzzo Private Wealth, Inc. reported AVA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AVA position in DiNuzzo Private Wealth, Inc.'s portfolio?

The largest reported portfolio weight for AVA was 0.00% in 2025 Q1.

What is the latest reported AVA position on this page?

The most recent filing on this page is 2026 Q1, when DiNuzzo Private Wealth, Inc. reported 10 shares, equal to 0.00% of portfolio, with an estimated market value of $402.

What does the chart on this AVA ownership page compare?

The chart compares DiNuzzo Private Wealth, Inc.'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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