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Disclosery

Merit Financial Group, LLC: CPTL position timeline

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

Merit Financial Group, LLC held 6,730 CPTL 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 6,730 shares
    Change vs previous 13F -651 shares

    <0.01% of the 13F portfolio, value $316,178.

    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 7,381 shares
    Change vs previous 13F -2,492 shares

    <0.01% of the 13F portfolio, value $306,638.

    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 9,873 shares
    Change vs previous 13F -953 shares

    <0.01% of the 13F portfolio, value $428,682.

    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 10,826 shares
    Change vs previous 13F -1,773 shares

    <0.01% of the 13F portfolio, value $467,113.

    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 12,599 shares
    Change vs previous 13F -1,796 shares

    0.01% of the 13F portfolio, value $508,750.

    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 14,395 shares
    Change vs previous 13F -7,378 shares

    0.01% of the 13F portfolio, value $536,518.

    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 21,773 shares
    Change vs previous 13F +744 shares

    0.02% of the 13F portfolio, value $851,101.

    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 21,029 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $823,060.

    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).