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Disclosery

Merit Financial Group, LLC: C position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Merit Financial Group, LLC on C, newest first. How the timeline and the estimate are built.

Merit Financial Group, LLC held 107,884 C shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 107,884 shares
    Change vs previous 13F +7,116 shares

    0.09% of the 13F portfolio, value $15,099,507.

    13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 100,768 shares
    Change vs previous 13F +4,315 shares

    0.08% of the 13F portfolio, value $11,428,217.

    13F-HR 0001621225-26-000005 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 96,453 shares
    Change vs previous 13F +13,046 shares

    0.09% of the 13F portfolio, value $11,255,328.

    13F-HR 0001621225-26-000003 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 83,407 shares
    Change vs previous 13F +4,023 shares

    0.08% of the 13F portfolio, value $8,465,841.

    13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 79,384 shares
    Change vs previous 13F +15,914 shares

    0.08% of the 13F portfolio, value $6,757,200.

    13F-HR 0001621225-25-000006 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 63,470 shares
    Change vs previous 13F +36,001 shares

    0.07% of the 13F portfolio, value $4,505,708.

    13F-HR 0001621225-25-000003 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 27,469 shares
    Change vs previous 13F +20,512 shares

    0.03% of the 13F portfolio, value $1,933,568.

    13F-HR 0001621225-25-000002 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,957 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $435,520.

    13F-HR 0001621225-24-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).