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Disclosery

Merit Financial Group, LLC: CB position timeline

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

Merit Financial Group, LLC held 51,386 CB 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 51,386 shares
    Change vs previous 13F +1,165 shares

    0.11% of the 13F portfolio, value $17,509,289.

    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 50,221 shares
    Change vs previous 13F +6,457 shares

    0.12% of the 13F portfolio, value $16,368,472.

    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 43,764 shares
    Change vs previous 13F +8,032 shares

    0.11% of the 13F portfolio, value $13,659,806.

    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 35,732 shares
    Change vs previous 13F +4,673 shares

    0.09% of the 13F portfolio, value $10,085,417.

    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 31,059 shares
    Change vs previous 13F +15,637 shares

    0.1% of the 13F portfolio, value $8,998,536.

    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 15,422 shares
    Change vs previous 13F +6,355 shares

    0.07% of the 13F portfolio, value $4,657,420.

    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 9,067 shares
    Change vs previous 13F +2,919 shares

    0.05% of the 13F portfolio, value $2,505,320.

    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 6,148 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,773,019.

    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).