Merit Financial Group, LLC

Position in AVA — Avista Corp

CIK 1621225 ALPHARETTA, GA

Position in AVA

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$546,062

+$147,835 QoQ

Shares Held

13,348

+34.5% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#206

of 413 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Merit Financial Group, LLC holds $3,646,422 across 3 Utilities - Diversified names. AVA ranks #3 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	26,224	$2,431,222
2	AES	Aes Corp	45,644	$669,138
3	AVA	Avista Corp This page	13,348	$546,062

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$546,062	13,348	+34.5%	Shares	Other	2026-07-20
2026-03-31	$398,227	9,921	+42.7%	Shares	Other	2026-04-15
2025-12-31	$267,928	6,952	+24.3%	Shares	Other	2026-01-26
2025-09-30	$211,545	5,595	—	Shares	Other	2025-11-07
No filing history on record for this holder in this stock.