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Merit Financial Group, LLC: GM position timeline

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

Merit Financial Group, LLC held 114,373 GM 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 114,373 shares
    Change vs previous 13F +969 shares

    0.05% of the 13F portfolio, value $8,815,830.

    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 113,404 shares
    Change vs previous 13F +15,479 shares

    0.06% of the 13F portfolio, value $8,448,558.

    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 97,925 shares
    Change vs previous 13F +4,417 shares

    0.06% of the 13F portfolio, value $7,963,223.

    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 93,508 shares
    Change vs previous 13F +7,217 shares

    0.05% of the 13F portfolio, value $5,701,208.

    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 86,291 shares
    Change vs previous 13F +13,223 shares

    0.05% of the 13F portfolio, value $4,246,398.

    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 73,068 shares
    Change vs previous 13F +54,745 shares

    0.05% of the 13F portfolio, value $3,436,407.

    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 18,323 shares
    Change vs previous 13F +5,335 shares

    0.02% of the 13F portfolio, value $976,063.

    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 12,988 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $582,368.

    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).