Merit Financial Group, LLC: CDE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Merit Financial Group, LLC on CDE, newest first. How the timeline and the estimate are built.
Merit Financial Group, LLC held 46,874 CDE shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F/A 46,874 sharesChange vs previous 13F -913 shares
<0.01% of the 13F portfolio, value $764,974.
13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 47,787 sharesChange vs previous 13F +7,814 shares
0.01% of the 13F portfolio, value $896,962.
13F-HR 0001621225-26-000005 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 39,973 sharesChange vs previous 13F +7,044 shares
0.01% of the 13F portfolio, value $712,718.
13F-HR 0001621225-26-000003 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 32,929 sharesChange vs previous 13F -8,045 shares
0.01% of the 13F portfolio, value $617,748.
13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 40,974 sharesChange vs previous 13F +1,465 shares
<0.01% of the 13F portfolio, value $363,030.
13F-HR 0001621225-25-000006 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 39,509 sharesChange vs previous 13F +7,935 shares
<0.01% of the 13F portfolio, value $233,893.
13F-HR 0001621225-25-000003 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 31,574 sharesChange vs previous 13F +1,607 shares
<0.01% of the 13F portfolio, value $180,603.
13F-HR 0001621225-25-000002 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 29,967 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $206,173.
13F-HR 0001621225-24-000007 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).