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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

AVA holding history

Avista Corp in every 13F filed by Abound Wealth Management, 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 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q2 2023
Holdings of AVA by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−7−100.0%Sold outHolders
Q3 20257$265<0.1%00.0%UnchangedHolders
Q2 20257$266<0.1%00.0%UnchangedHolders
Q1 20257$294<0.1%00.0%UnchangedHolders
Q4 20247$257<0.1%00.0%UnchangedHolders
Q3 20247$272<0.1%00.0%UnchangedHolders
Q2 20247$243<0.1%00.0%UnchangedHolders
Q1 20247$246<0.1%00.0%UnchangedHolders
Q4 20237$251<0.1%−4−36.4%ReducedHolders
Q3 202311$357<0.1%00.0%UnchangedHolders
Q2 202311$432<0.1%+11NewHolders