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Disclosery

Merit Financial Group, LLC: PATH position timeline

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

Merit Financial Group, LLC held 15,905 PATH 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 15,905 shares
    Change vs previous 13F -33,252 shares

    <0.01% of the 13F portfolio, value $172,888.

    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 49,157 shares
    Change vs previous 13F -24,362 shares

    <0.01% of the 13F portfolio, value $545,644.

    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 73,519 shares
    Change vs previous 13F +42,258 shares

    0.01% of the 13F portfolio, value $1,204,977.

    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 31,261 shares
    Change vs previous 13F -43,971 shares

    <0.01% of the 13F portfolio, value $418,272.

    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 75,232 shares
    Change vs previous 13F +10,584 shares

    0.01% of the 13F portfolio, value $962,970.

    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 64,648 shares
    Change vs previous 13F +15,543 shares

    0.01% of the 13F portfolio, value $665,874.

    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 49,105 shares
    Change vs previous 13F +31,755 shares

    0.01% of the 13F portfolio, value $624,125.

    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 17,350 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $222,080.

    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).