Skip to content
Disclosery

Merit Financial Group, LLC: CGUI position timeline

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

Merit Financial Group, LLC held 1,184,223 CGUI 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 1,184,223 shares
    Change vs previous 13F +24,097 shares

    0.19% of the 13F portfolio, value $29,937,156.

    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 1,160,126 shares
    Change vs previous 13F +42,309 shares

    0.22% of the 13F portfolio, value $29,327,996.

    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 1,117,817 shares
    Change vs previous 13F +51,782 shares

    0.23% of the 13F portfolio, value $28,286,363.

    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 1,066,035 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $26,965,356.

    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).