Bogart Wealth, LLC
- SEC CIK
- 0001715740
- Latest filing
- Jul 24, 2026
AVA holding history
Avista Corp in every 13F filed by Bogart Wealth, LLC, 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 (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −1,860−100.0% | Sold out | Holders |
| Q3 2023 | 1,860 | $60.2K | <0.1% | +24+1.3% | Added | Holders |
| Q2 2023 | 1,836 | $72.1K | <0.1% | +21+1.2% | Added | Holders |
| Q1 2023 | 1,815 | $77.1K | <0.1% | +20+1.1% | Added | Holders |
| Q4 2022 | 1,795 | $79.6K | <0.1% | +18+1.0% | Added | Holders |
| Q3 2022 | 1,777 | $66.0K | <0.1% | +19+1.1% | Added | Holders |
| Q2 2022 | 1,758 | $76.0K | <0.1% | +37+2.1% | Added | Holders |
| Q1 2022 | 1,721 | $78.0K | <0.1% | +16+0.9% | Added | Holders |
| Q4 2021 | 1,705 | $72.0K | <0.1% | +17+1.0% | Added | Holders |
| Q3 2021 | 1,688 | $66.0K | <0.1% | +1,688 | New | Holders |