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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management → AVA
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management AVA Position History
Avista Corporation • Utilities
Quarters held
7
Latest value
$2.7M
Q3 2026
Peak value
$2.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.1M |
| Q1 2026 | $35K |
| Q1 2026 | $1.4M |
| Q2 2026 | $1.7M |
| Q2 2026 | $41K |
| Q3 2026 | $45K |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 76.6K | — | — |
| Q3 2026 | $45K | 1.3K | — | — |
| Q2 2026 | $41K | 1.0K | — | — |
| Q2 2026 | $1.7M | 41.5K | — | — |
| Q1 2026 | $1.4M | 35.2K | — | — |
| Q1 2026 | $35K | 863 | — | — |
| Q4 2025 | $1.1M | 28.2K | — | — |
Other funds holding AVA
$426.8M
$412.8M
$398.1M
$396.4M
$395.8M
$385.5M
$383.8M
$314.8M