Skip to content
Disclosery

Merit Financial Group, LLC: CBRE position timeline

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

Merit Financial Group, LLC held 14,700 CBRE 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 14,700 shares
    Change vs previous 13F +4,221 shares

    0.01% of the 13F portfolio, value $1,979,789.

    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 10,479 shares
    Change vs previous 13F +383 shares

    0.01% of the 13F portfolio, value $1,419,560.

    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 10,096 shares
    Change vs previous 13F -147 shares

    0.01% of the 13F portfolio, value $1,623,341.

    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 10,243 shares
    Change vs previous 13F -102 shares

    0.01% of the 13F portfolio, value $1,613,918.

    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 10,345 shares
    Change vs previous 13F +6,786 shares

    0.02% of the 13F portfolio, value $1,449,541.

    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 3,559 shares
    Change vs previous 13F +1,609 shares

    0.01% of the 13F portfolio, value $465,446.

    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 1,950 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $256,016.

    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).