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Merit Financial Group, LLC: CEG position timeline

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

Merit Financial Group, LLC held 15,749 CEG 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 15,749 shares
    Change vs previous 13F +1,028 shares

    0.02% of the 13F portfolio, value $3,911,574.

    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 14,721 shares
    Change vs previous 13F +770 shares

    0.03% of the 13F portfolio, value $4,110,705.

    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 13,951 shares
    Change vs previous 13F +3,941 shares

    0.04% of the 13F portfolio, value $4,928,540.

    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 10,010 shares
    Change vs previous 13F +993 shares

    0.03% of the 13F portfolio, value $3,293,889.

    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 9,017 shares
    Change vs previous 13F +1,127 shares

    0.03% of the 13F portfolio, value $2,910,197.

    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 7,890 shares
    Change vs previous 13F +1,689 shares

    0.02% of the 13F portfolio, value $1,590,841.

    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 6,201 shares
    Change vs previous 13F +4,571 shares

    0.02% of the 13F portfolio, value $1,387,269.

    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 1,630 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $423,805.

    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).