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
- period ended2026-06-3013F/A 193,720 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 201,990 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 198,713 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 198,993 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 143,342 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 59,152 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).