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Disclosery

Merit Financial Group, LLC: CGUS position timeline

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

Merit Financial Group, LLC held 2,268,466 CGUS 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 2,268,466 shares
    Change vs previous 13F -38,701 shares

    0.63% of the 13F portfolio, value $100,901,351.

    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 2,307,167 shares
    Change vs previous 13F +113,782 shares

    0.66% of the 13F portfolio, value $88,641,364.

    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 2,193,385 shares
    Change vs previous 13F +85,724 shares

    0.71% of the 13F portfolio, value $88,239,870.

    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 2,107,661 shares
    Change vs previous 13F +1,985,435 shares

    0.77% of the 13F portfolio, value $83,336,932.

    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 122,226 shares
    Change vs previous 13F +17,645 shares

    0.05% of the 13F portfolio, value $4,513,791.

    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 104,581 shares
    Change vs previous 13F +27,091 shares

    0.05% of the 13F portfolio, value $3,493,012.

    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 77,490 shares
    Change vs previous 13F +7,590 shares

    0.05% of the 13F portfolio, value $2,709,832.

    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 69,900 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,396,163.

    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).