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Disclosery

Merit Financial Group, LLC: GLDM position timeline

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

Merit Financial Group, LLC held 35,912 GLDM 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 35,912 shares
    Change vs previous 13F +1,511 shares

    0.02% of the 13F portfolio, value $2,852,131.

    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 34,401 shares
    Change vs previous 13F -9,549 shares

    0.02% of the 13F portfolio, value $3,188,628.

    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 43,950 shares
    Change vs previous 13F -9,245 shares

    0.03% of the 13F portfolio, value $3,752,012.

    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 53,195 shares
    Change vs previous 13F +6,636 shares

    0.04% of the 13F portfolio, value $4,066,757.

    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 46,559 shares
    Change vs previous 13F +10,510 shares

    0.03% of the 13F portfolio, value $3,050,546.

    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 36,049 shares
    Change vs previous 13F +2,782 shares

    0.03% of the 13F portfolio, value $2,231,073.

    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 33,267 shares
    Change vs previous 13F -733 shares

    0.03% of the 13F portfolio, value $1,729,551.

    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 34,000 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,772,420.

    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).