EP Wealth Advisors, LLC

SEC CIK: 0001540569
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

AVA holding history

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

AVA overview All 13F holders of AVA Full Q2 2026 holdings

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2024

Holdings of AVA by EP Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−6,271−100.0%	Sold out	Holders
Q4 2024	6,271	$229.7K	<0.1%	+575+10.1%	Added	Holders
Q3 2024	5,696	$220.7K	<0.1%	+5,696	New	Holders