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Disclosery

Merit Financial Group, LLC: CWI position timeline

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

Merit Financial Group, LLC held 3,751,310 CWI 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 3,751,310 shares
    Change vs previous 13F +262,710 shares

    0.95% of the 13F portfolio, value $152,565,807.

    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 3,488,600 shares
    Change vs previous 13F +302,582 shares

    0.95% of the 13F portfolio, value $127,647,884.

    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 3,186,018 shares
    Change vs previous 13F +390,436 shares

    0.92% of the 13F portfolio, value $114,441,773.

    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 2,795,582 shares
    Change vs previous 13F +2,519,140 shares

    0.9% of the 13F portfolio, value $97,621,733.

    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 276,442 shares
    Change vs previous 13F +321 shares

    0.1% of the 13F portfolio, value $9,028,605.

    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 276,121 shares
    Change vs previous 13F +3,963 shares

    0.12% of the 13F portfolio, value $8,167,674.

    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 272,158 shares
    Change vs previous 13F +51,949 shares

    0.14% of the 13F portfolio, value $7,604,099.

    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 220,209 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $6,703,162.

    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).