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Disclosery

Merit Financial Group, LLC: MPT position timeline

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

Merit Financial Group, LLC held 78,871 MPT 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 78,871 shares
    Change vs previous 13F -5,104 shares

    <0.01% of the 13F portfolio, value $364,384.

    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 83,975 shares
    Change vs previous 13F -22,314 shares

    <0.01% of the 13F portfolio, value $388,802.

    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 106,289 shares
    Change vs previous 13F +44,239 shares

    <0.01% of the 13F portfolio, value $531,446.

    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 62,050 shares
    Change vs previous 13F +6,988 shares

    <0.01% of the 13F portfolio, value $314,592.

    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 55,062 shares
    Change vs previous 13F +21,353 shares

    <0.01% of the 13F portfolio, value $237,317.

    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 33,709 shares
    Change vs previous 13F +6,433 shares

    <0.01% of the 13F portfolio, value $203,268.

    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 27,276 shares
    Change vs previous 13F -123 shares

    <0.01% of the 13F portfolio, value $107,740.

    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 27,399 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $160,284.

    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).