Merit Financial Group, LLC

Position in YORW — York Water Co

CIK 1621225 ALPHARETTA, GA

Position in YORW

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

Position Value

$527,823

+$49,637 QoQ

Shares Held

17,221

+9.7% QoQ

Ownership

0.106%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#59

of 168 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Merit Financial Group, LLC holds $4,076,818 across 5 Utilities - Regulated Water names. YORW ranks #4 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	12,722	$1,673,955
2	WTRG	Essential Utilities, Inc.	20,829	$797,954
3	AWR	American States Water Co	9,224	$762,177
4	YORW	York Water Co This page	17,221	$527,823
5	CWT	California Water Service Group	6,473	$314,909

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$527,823	17,221	+9.7%	Shares	Other	2026-07-20
2026-03-31	$478,186	15,704	-1.5%	Shares	Other	2026-04-15
2025-12-31	$507,560	15,941	+20.6%	Shares	Other	2026-01-26
2025-09-30	$402,090	13,218	+6.0%	Shares	Other	2025-11-07
2025-06-30	$393,862	12,464	-13.4%	Shares	Sole	2025-07-22
2025-03-31	$499,253	14,396	—	Shares	Sole	2025-04-09
No filing history on record for this holder in this stock.