Beacon Pointe Advisors, LLC

SEC CIK: 0001744317
Latest filing: Aug 18, 2026

SEC filings (opens in a new tab)

AVA holding history

Avista Corp in every 13F filed by Beacon Pointe 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): 7,230
Value: $295.8K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2023

Holdings of AVA by Beacon Pointe Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	7,230	$295.8K	<0.1%	−407−5.3%	Reduced	Holders
Q1 2026	7,637	$306.6K	<0.1%	+7,637	New	Holders
Q2 2023	0	$0	0.0%	−5,118−100.0%	Sold out	Holders
Q1 2023	5,118	$217.3K	<0.1%	+5,118	New	Holders