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Merit Financial Group, LLC: CGDV position timeline

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

Merit Financial Group, LLC held 1,765,060 CGDV 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 1,765,060 shares
    Change vs previous 13F -27,784 shares

    0.54% of the 13F portfolio, value $86,982,145.

    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 1,792,844 shares
    Change vs previous 13F +37,994 shares

    0.57% of the 13F portfolio, value $76,267,589.

    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 1,754,850 shares
    Change vs previous 13F +64,689 shares

    0.61% of the 13F portfolio, value $76,581,660.

    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 1,690,161 shares
    Change vs previous 13F +1,391,257 shares

    0.65% of the 13F portfolio, value $71,037,453.

    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 298,904 shares
    Change vs previous 13F +71,143 shares

    0.13% of the 13F portfolio, value $11,803,703.

    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 227,761 shares
    Change vs previous 13F -173,566 shares

    0.12% of the 13F portfolio, value $8,117,400.

    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 401,327 shares
    Change vs previous 13F -8,508 shares

    0.25% of the 13F portfolio, value $14,150,787.

    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 409,835 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $14,934,391.

    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).