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Disclosery

Merit Financial Group, LLC: CGGR position timeline

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

Merit Financial Group, LLC held 1,930,814 CGGR 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 1,930,814 shares
    Change vs previous 13F +20,243 shares

    0.57% of the 13F portfolio, value $91,134,396.

    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 1,910,571 shares
    Change vs previous 13F +108,313 shares

    0.57% of the 13F portfolio, value $76,785,874.

    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 1,802,258 shares
    Change vs previous 13F +292,158 shares

    0.64% of the 13F portfolio, value $80,146,414.

    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 1,510,100 shares
    Change vs previous 13F +1,247,158 shares

    0.61% of the 13F portfolio, value $66,323,592.

    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 262,942 shares
    Change vs previous 13F +108,976 shares

    0.12% of the 13F portfolio, value $10,688,589.

    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 153,966 shares
    Change vs previous 13F +35,249 shares

    0.08% of the 13F portfolio, value $5,273,333.

    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 118,717 shares
    Change vs previous 13F +11,920 shares

    0.08% of the 13F portfolio, value $4,412,707.

    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 106,797 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,715,466.

    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).