Skip to content

Merit Financial Group, LLC: CGDG position timeline

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

Merit Financial Group, LLC held 193,720 CGDG 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 193,720 shares
    Change vs previous 13F -8,270 shares

    0.05% of the 13F portfolio, value $7,266,448.

    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 201,990 shares
    Change vs previous 13F +3,277 shares

    0.05% of the 13F portfolio, value $7,251,438.

    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 198,713 shares
    Change vs previous 13F -280 shares

    0.06% of the 13F portfolio, value $7,082,128.

    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 198,993 shares
    Change vs previous 13F +55,651 shares

    0.06% of the 13F portfolio, value $6,895,114.

    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 143,342 shares
    Change vs previous 13F +84,190 shares

    0.05% of the 13F portfolio, value $4,820,598.

    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 59,152 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,827,790.

    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).