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Disclosery

Merit Financial Group, LLC: CGXU position timeline

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

Merit Financial Group, LLC held 17,420 CGXU 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 17,420 shares
    Change vs previous 13F -258 shares

    <0.01% of the 13F portfolio, value $603,086.

    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 17,678 shares
    Change vs previous 13F +1,326 shares

    <0.01% of the 13F portfolio, value $521,318.

    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 16,352 shares
    Change vs previous 13F -401 shares

    <0.01% of the 13F portfolio, value $483,195.

    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 16,753 shares
    Change vs previous 13F -6,308 shares

    <0.01% of the 13F portfolio, value $496,219.

    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 23,061 shares
    Change vs previous 13F +3,736 shares

    0.01% of the 13F portfolio, value $625,636.

    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 19,325 shares
    Change vs previous 13F -930 shares

    0.01% of the 13F portfolio, value $473,082.

    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 20,255 shares
    Change vs previous 13F -365 shares

    0.01% of the 13F portfolio, value $499,685.

    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 20,620 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $556,120.

    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).