Global Retirement Partners, LLC

Pension

Position in AVA — Avista Corp

CIK 1749744 San Rafael, CA

Position in AVA

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$41,564

+$20,599 QoQ

Shares Held

1,016

+86.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#309

of 413 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Global Retirement Partners, LLC holds $1,026,830 across 5 Utilities - Diversified names. AVA ranks #3 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	7,636	$707,933
2	AES	Aes Corp	14,968	$219,430
3	AVA	Avista Corp This page	1,016	$41,564
4	BIPH	Brookfield Infrastructure Partners L.P.	2,238	$34,509
5	UTL	Unitil Corp	444	$23,394

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,564	1,016	+86.8%	Shares	Sole	2026-08-06
2025-12-31	$20,965	544	+7.1%	Shares	Sole	2026-02-06
2025-09-30	$19,207	508	-23.8%	Shares	Sole	2025-10-21
2025-06-30	$25,312	667	+85.8%	Shares	Sole	2025-08-12
2024-12-31	$13,150	359	-46.3%	Shares	Sole	2025-01-31
2024-09-30	$25,885	668	+0.8%	Shares	Sole	2024-10-16
2024-06-30	$22,946	663	+85.7%	Shares	Sole	2024-07-23
2024-03-31	$12,502	357	+382.4%	Shares	Sole	2024-04-23
2023-12-31	$2,644	74	-11.9%	Shares	Sole	2024-01-18
2023-09-30	$2,719	84	-5.6%	Shares	Sole	2023-10-13
2023-06-30	$3,495	89	+169.7%	Shares	Sole	2023-07-20
2023-03-31	$1,400	33	+65.0%	Shares	Sole	2023-05-08
2022-12-31	$886	20	-25.9%	Shares	Sole	2023-02-13
2022-09-30	$1,000	27	0.0%	Shares	Sole	2022-11-03
2022-06-30	$1,174	27	+350.0%	Shares	Sole	2022-07-15
2022-03-31	$270	6	—	Shares	Sole	2022-07-14
No filing history on record for this holder in this stock.