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Disclosery

Merit Financial Group, LLC: CGIC position timeline

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

Merit Financial Group, LLC held 1,165,412 CGIC 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 1,165,412 shares
    Change vs previous 13F +33,873 shares

    0.26% of the 13F portfolio, value $42,409,359.

    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 1,131,539 shares
    Change vs previous 13F +17,383 shares

    0.28% of the 13F portfolio, value $37,465,249.

    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 1,114,156 shares
    Change vs previous 13F +31,447 shares

    0.29% of the 13F portfolio, value $36,210,066.

    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 1,082,709 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $33,358,257.

    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).