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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

  1. period ended2026-06-30
    13F/A 46,874 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 47,787 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 39,973 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F/A 32,929 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 40,974 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 39,509 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 31,574 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 29,967 shares
    Change 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), ingested

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