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Merit Financial Group, LLC: FPEI position timeline

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

Merit Financial Group, LLC held 175,242 FPEI 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 175,242 shares
    Change vs previous 13F -318,465 shares

    0.02% of the 13F portfolio, value $3,380,420.

    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 493,707 shares
    Change vs previous 13F -1,359,134 shares

    0.07% of the 13F portfolio, value $9,380,442.

    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 1,852,841 shares
    Change vs previous 13F +199,054 shares

    0.29% of the 13F portfolio, value $35,926,579.

    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 1,653,787 shares
    Change vs previous 13F +97,331 shares

    0.29% of the 13F portfolio, value $31,984,247.

    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 1,556,456 shares
    Change vs previous 13F +112,753 shares

    0.33% of the 13F portfolio, value $29,557,092.

    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 1,443,703 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $26,997,243.

    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).