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Disclosery

Merit Financial Group, LLC: CL position timeline

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

Merit Financial Group, LLC held 50,926 CL 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 50,926 shares
    Change vs previous 13F +2,700 shares

    0.03% of the 13F portfolio, value $4,668,882.

    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 48,226 shares
    Change vs previous 13F +4,429 shares

    0.03% of the 13F portfolio, value $4,110,317.

    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 43,797 shares
    Change vs previous 13F +10,007 shares

    0.03% of the 13F portfolio, value $3,460,900.

    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 33,790 shares
    Change vs previous 13F -506 shares

    0.02% of the 13F portfolio, value $2,701,177.

    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 34,296 shares
    Change vs previous 13F -513 shares

    0.03% of the 13F portfolio, value $3,117,487.

    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 34,809 shares
    Change vs previous 13F +4,169 shares

    0.05% of the 13F portfolio, value $3,261,606.

    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 30,640 shares
    Change vs previous 13F +8,114 shares

    0.05% of the 13F portfolio, value $2,785,518.

    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 22,526 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,338,423.

    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).