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Merit Financial Group, LLC: CGCP position timeline

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

Merit Financial Group, LLC held 2,514,495 CGCP 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 2,514,495 shares
    Change vs previous 13F +26,776 shares

    0.35% of the 13F portfolio, value $56,048,083.

    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 2,487,719 shares
    Change vs previous 13F +101,321 shares

    0.41% of the 13F portfolio, value $55,575,633.

    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 2,386,398 shares
    Change vs previous 13F +127,021 shares

    0.43% of the 13F portfolio, value $54,028,056.

    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 2,259,377 shares
    Change vs previous 13F +2,067,719 shares

    0.47% of the 13F portfolio, value $51,333,056.

    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 191,658 shares
    Change vs previous 13F +58,646 shares

    0.05% of the 13F portfolio, value $4,312,314.

    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 133,012 shares
    Change vs previous 13F +44,267 shares

    0.04% of the 13F portfolio, value $2,986,121.

    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 88,745 shares
    Change vs previous 13F +12,897 shares

    0.04% of the 13F portfolio, value $1,970,141.

    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 75,848 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,753,617.

    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).