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Disclosery

Merit Financial Group, LLC: CPRT position timeline

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

Merit Financial Group, LLC held 167,671 CPRT 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 167,671 shares
    Change vs previous 13F -27,969 shares

    0.03% of the 13F portfolio, value $4,726,648.

    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 195,640 shares
    Change vs previous 13F +29,761 shares

    0.05% of the 13F portfolio, value $6,495,246.

    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 165,879 shares
    Change vs previous 13F +148 shares

    0.05% of the 13F portfolio, value $6,494,181.

    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 165,731 shares
    Change vs previous 13F +22,476 shares

    0.07% of the 13F portfolio, value $7,452,926.

    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 143,255 shares
    Change vs previous 13F +6,922 shares

    0.08% of the 13F portfolio, value $7,029,506.

    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 136,333 shares
    Change vs previous 13F +8,801 shares

    0.12% of the 13F portfolio, value $7,715,084.

    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 127,532 shares
    Change vs previous 13F +14,935 shares

    0.13% of the 13F portfolio, value $7,319,061.

    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 112,597 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $5,900,083.

    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).