CWM Advisors, LLC

SEC CIK: 0001670139
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

AVA holding history

Avista Corp in every 13F filed by CWM 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 (Q2 2026): 6,380
Value: $261.0K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of AVA by CWM Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,380	$261.0K	<0.1%	+6,366+45,471.4%	Added	Holders
Q1 2026	14	$581	<0.1%	00.0%	Unchanged	Holders
Q4 2025	14	$549	<0.1%	−13,156−99.9%	Reduced	Holders
Q3 2025	13,170	$498.0K	<0.1%	+13,170	New	Holders