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MBM WEALTH CONSULTANTS, LLC → AVA
MBM WEALTH CONSULTANTS, LLC AVA Position History
Avista Corporation • Utilities
Quarters held
4
Latest value
$599K
Q3 2026
Peak value
$599K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $434K |
| Q1 2026 | $495K |
| Q2 2026 | $572K |
| Q3 2026 | $599K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $599K | 17.1K | — | — |
| Q2 2026 | $572K | 14.0K | — | — |
| Q1 2026 | $495K | 12.3K | — | — |
| Q4 2025 | $434K | 11.3K | — | — |
Other funds holding AVA
$426.8M
$412.8M
$398.1M
$396.4M
$395.8M
$385.5M
$383.8M
$314.8M