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Disclosery

Merit Financial Group, LLC: CGIB position timeline

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

Merit Financial Group, LLC held 373,681 CGIB 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 373,681 shares
    Change vs previous 13F +8,025 shares

    0.06% of the 13F portfolio, value $9,540,067.

    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 365,656 shares
    Change vs previous 13F +17,467 shares

    0.07% of the 13F portfolio, value $9,227,324.

    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 348,189 shares
    Change vs previous 13F +20,627 shares

    0.07% of the 13F portfolio, value $8,830,076.

    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 327,562 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,316,800.

    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).