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Disclosery

Merit Financial Group, LLC: CGBL position timeline

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

Merit Financial Group, LLC held 318,159 CGBL 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 318,159 shares
    Change vs previous 13F +27,761 shares

    0.08% of the 13F portfolio, value $12,077,334.

    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 290,398 shares
    Change vs previous 13F +47,084 shares

    0.07% of the 13F portfolio, value $9,992,589.

    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 243,314 shares
    Change vs previous 13F +51,745 shares

    0.07% of the 13F portfolio, value $8,596,289.

    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 191,569 shares
    Change vs previous 13F +35,221 shares

    0.06% of the 13F portfolio, value $6,651,288.

    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 156,348 shares
    Change vs previous 13F +85,067 shares

    0.06% of the 13F portfolio, value $5,228,288.

    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 71,281 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,208,290.

    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).