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Merit Financial Group, LLC: PCEF position timeline

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

Merit Financial Group, LLC held 94,877 PCEF 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 94,877 shares
    Change vs previous 13F -8,759 shares

    0.01% of the 13F portfolio, value $1,926,955.

    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 103,636 shares
    Change vs previous 13F -16,031 shares

    0.01% of the 13F portfolio, value $1,950,431.

    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 119,667 shares
    Change vs previous 13F -55,827 shares

    0.02% of the 13F portfolio, value $2,378,977.

    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 175,494 shares
    Change vs previous 13F +43,611 shares

    0.03% of the 13F portfolio, value $3,504,606.

    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 131,883 shares
    Change vs previous 13F +47,111 shares

    0.03% of the 13F portfolio, value $2,576,998.

    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 84,772 shares
    Change vs previous 13F -548 shares

    0.02% of the 13F portfolio, value $1,597,943.

    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 85,320 shares
    Change vs previous 13F -10,490 shares

    0.03% of the 13F portfolio, value $1,634,737.

    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 95,810 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,888,415.

    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).