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Disclosery

Merit Financial Group, LLC: CSM position timeline

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

Merit Financial Group, LLC held 19,744 CSM 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 19,744 shares
    Change vs previous 13F +2,485 shares

    0.01% of the 13F portfolio, value $1,682,423.

    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 17,259 shares
    Change vs previous 13F -69 shares

    0.01% of the 13F portfolio, value $1,291,317.

    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 17,328 shares
    Change vs previous 13F +10 shares

    0.01% of the 13F portfolio, value $1,380,676.

    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 17,318 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $1,326,007.

    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 17,314 shares
    Change vs previous 13F -235 shares

    0.01% of the 13F portfolio, value $1,220,114.

    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 17,549 shares
    Change vs previous 13F -117 shares

    0.02% of the 13F portfolio, value $1,118,235.

    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 17,666 shares
    Change vs previous 13F -3 shares

    0.02% of the 13F portfolio, value $1,168,382.

    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 17,669 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,155,091.

    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).