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Disclosery

Merit Financial Group, LLC: HSY position timeline

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

Merit Financial Group, LLC held 26,536 HSY 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 26,536 shares
    Change vs previous 13F -1,180 shares

    0.03% of the 13F portfolio, value $4,655,692.

    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 27,716 shares
    Change vs previous 13F -4,977 shares

    0.04% of the 13F portfolio, value $5,761,799.

    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 32,693 shares
    Change vs previous 13F +67 shares

    0.05% of the 13F portfolio, value $5,949,584.

    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 32,626 shares
    Change vs previous 13F +830 shares

    0.06% of the 13F portfolio, value $6,102,716.

    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 31,796 shares
    Change vs previous 13F +3,952 shares

    0.06% of the 13F portfolio, value $5,276,471.

    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 27,844 shares
    Change vs previous 13F +9,475 shares

    0.07% of the 13F portfolio, value $4,762,101.

    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 18,369 shares
    Change vs previous 13F +8,171 shares

    0.06% of the 13F portfolio, value $3,110,785.

    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 10,198 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,955,751.

    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).