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Disclosery

Merit Financial Group, LLC: CALF position timeline

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

Merit Financial Group, LLC held 10,938 CALF 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 10,938 shares
    Change vs previous 13F +163 shares

    <0.01% of the 13F portfolio, value $553,615.

    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 10,775 shares
    Change vs previous 13F +4,174 shares

    <0.01% of the 13F portfolio, value $483,497.

    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 6,601 shares
    Change vs previous 13F +268 shares

    <0.01% of the 13F portfolio, value $292,906.

    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 6,333 shares
    Change vs previous 13F -2,523 shares

    <0.01% of the 13F portfolio, value $277,278.

    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 8,856 shares
    Change vs previous 13F -10,410 shares

    <0.01% of the 13F portfolio, value $352,588.

    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 19,266 shares
    Change vs previous 13F -4,244 shares

    0.01% of the 13F portfolio, value $722,475.

    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 23,510 shares
    Change vs previous 13F +10,511 shares

    0.02% of the 13F portfolio, value $1,034,675.

    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 12,999 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $604,696.

    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).