Merit Financial Group, LLC: CMG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Merit Financial Group, LLC on CMG, newest first. How the timeline and the estimate are built.
Merit Financial Group, LLC held 74,286 CMG shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F/A 74,286 sharesChange vs previous 13F -49,055 shares
0.02% of the 13F portfolio, value $2,525,724.
13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 123,341 sharesChange vs previous 13F -13,165 shares
0.03% of the 13F portfolio, value $3,948,150.
13F-HR 0001621225-26-000005 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 136,506 sharesChange vs previous 13F +81,092 shares
0.04% of the 13F portfolio, value $5,050,733.
13F-HR 0001621225-26-000003 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 55,414 sharesChange vs previous 13F -14,313 shares
0.02% of the 13F portfolio, value $2,171,669.
13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 69,727 sharesChange vs previous 13F +10,533 shares
0.04% of the 13F portfolio, value $3,915,171.
13F-HR 0001621225-25-000006 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 59,194 sharesChange vs previous 13F +14,198 shares
0.04% of the 13F portfolio, value $2,972,131.
13F-HR 0001621225-25-000003 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 44,996 sharesChange vs previous 13F +7,740 shares
0.05% of the 13F portfolio, value $2,713,259.
13F-HR 0001621225-25-000002 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 37,256 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $2,146,691.
13F-HR 0001621225-24-000007 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).