AVA β€” Avista Corp

Ownership history in Hilltop National Bank  Β·  8 quarters on record

AI Ownership Summary

Hilltop National Bank reported Avista Corp (AVA) in 8 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows AVA at 0.01% 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 Hilltop National Bank'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 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

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

Time in book
Holding Window
2024 Q1 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 Hilltop National Bank held AVA β€” position size vs. price
% of Fund (quarterly)    AVA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 600 β€” 0% 0.01% $24K 2026-05-15 (Est.) $41.34
2025 Q4 UNCHANGED 600 β€” 0% 0.01% $23K 2026-01-07 $38.51
2025 Q3 UNCHANGED 600 β€” 0% 0.01% $23K 2025-10-08 $36.64
2025 Q2 ADDED 600 +100 +20.0% 0.01% $23K 2025-07-21 $36.35
2024 Q4 ADDED 500 +200 +66.7% 0.01% $18K 2025-01-10 $33.07
2024 Q3 UNCHANGED 300 β€” 0% 0.00% $12K 2024-10-15 $35.55
2024 Q2 UNCHANGED 300 β€” 0% 0.00% $10K 2024-07-10 $31.46
2024 Q1 INITIATED 300 β€” β€” 0.00% $11K 2024-05-06 $33.85

🏒 Other funds also holding AVA

As of 2026 Q1 β€” sorted by position size

Ares Financial Consulting, LLC 0.0%

FAQ About Hilltop National Bank and AVA

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

How long has Hilltop National Bank reported owning AVA?

Hilltop National Bank reported AVA across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported AVA position in Hilltop National Bank's portfolio?

The largest reported portfolio weight for AVA was 0.01% in 2025 Q2.

What is the latest reported AVA position on this page?

The most recent filing on this page is 2026 Q1, when Hilltop National Bank reported 600 shares, equal to 0.01% of portfolio, with an estimated market value of $24K.

What does the chart on this AVA ownership page compare?

The chart compares Hilltop National Bank'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.

← Back to Hilltop National Bank Holdings