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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

AVA holding history

Avista Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVA overviewAll 13F holders of AVAFull Q2 2026 holdings

Shares (Q2 2026)
58,325
Value
$2.39M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AVA by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202658,325$2.39M<0.1%+22,610+63.3%AddedHolders
Q1 202635,715$1.43M<0.1%+10,485+41.6%AddedHolders
Q4 202525,230$972.4K<0.1%+6,410+34.1%AddedHolders
Q3 202518,820$711.6K<0.1%+4,238+29.1%AddedHolders
Q2 202514,582$553.4K<0.1%+3,551+32.2%AddedHolders
Q1 202511,031$461.9K<0.1%−4,398−28.5%ReducedHolders
Q4 202415,429$565.2K<0.1%+4,619+42.7%AddedHolders
Q3 202410,810$418.9K<0.1%+8+0.1%AddedHolders
Q2 202410,802$373.8K<0.1%+177+1.7%AddedHolders
Q1 202410,625$372.1K<0.1%+113+1.1%AddedHolders
Q4 202310,512$375.7K<0.1%+20+0.2%AddedHolders
Q3 202310,492$339.6K<0.1%−254−2.4%ReducedHolders
Q2 202310,746$422.0K<0.1%+141+1.3%AddedHolders
Q1 202310,605$450.2K<0.1%−7,961−42.9%ReducedHolders
Q4 202218,566$823.2K<0.1%−8,114−30.4%ReducedHolders
Q3 202226,680$988.0K<0.1%−169−0.6%ReducedHolders
Q2 202226,849$1.17M<0.1%00.0%UnchangedHolders
Q1 202226,849$1.21M<0.1%+65+0.2%AddedHolders
Q4 202126,784$1.14M<0.1%−1,123−4.0%ReducedHolders
Q3 202127,907$1.09M<0.1%+902+3.3%AddedHolders
Q2 202127,005$1.15M<0.1%−6,970−20.5%ReducedHolders
Q1 202133,975$1.62M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.