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Merit Financial Group, LLC: CGCB position timeline

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

Merit Financial Group, LLC held 2,145,383 CGCB 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 2,145,383 shares
    Change vs previous 13F +37,661 shares

    0.35% of the 13F portfolio, value $56,166,114.

    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 2,107,722 shares
    Change vs previous 13F +72,094 shares

    0.41% of the 13F portfolio, value $55,348,792.

    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 2,035,628 shares
    Change vs previous 13F +99,718 shares

    0.43% of the 13F portfolio, value $53,984,856.

    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 1,935,910 shares
    Change vs previous 13F +1,820,690 shares

    0.47% of the 13F portfolio, value $51,456,489.

    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 115,220 shares
    Change vs previous 13F +66,236 shares

    0.03% of the 13F portfolio, value $3,030,275.

    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 48,984 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,287,297.

    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).