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Disclosery

Merit Financial Group, LLC: CRM position timeline

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

Merit Financial Group, LLC held 30,521 CRM 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 30,521 shares
    Change vs previous 13F -56,057 shares

    0.03% of the 13F portfolio, value $4,781,385.

    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 86,578 shares
    Change vs previous 13F +53,349 shares

    0.12% of the 13F portfolio, value $16,161,575.

    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 33,229 shares
    Change vs previous 13F +4,634 shares

    0.07% of the 13F portfolio, value $8,802,802.

    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 28,595 shares
    Change vs previous 13F -5,918 shares

    0.06% of the 13F portfolio, value $6,777,014.

    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 34,513 shares
    Change vs previous 13F +8,967 shares

    0.1% of the 13F portfolio, value $9,411,401.

    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 25,546 shares
    Change vs previous 13F +5,965 shares

    0.1% of the 13F portfolio, value $6,855,518.

    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 19,581 shares
    Change vs previous 13F +7,499 shares

    0.12% of the 13F portfolio, value $6,546,542.

    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 12,082 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,306,850.

    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).