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Disclosery

Merit Financial Group, LLC: PCTY position timeline

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

Merit Financial Group, LLC held 34,942 PCTY 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 34,942 shares
    Change vs previous 13F -1,909 shares

    0.02% of the 13F portfolio, value $3,652,462.

    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 36,851 shares
    Change vs previous 13F +1,141 shares

    0.03% of the 13F portfolio, value $3,981,427.

    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 35,710 shares
    Change vs previous 13F +3,705 shares

    0.04% of the 13F portfolio, value $5,445,800.

    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 32,005 shares
    Change vs previous 13F +1,424 shares

    0.05% of the 13F portfolio, value $5,097,462.

    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 30,581 shares
    Change vs previous 13F +1,745 shares

    0.06% of the 13F portfolio, value $5,541,000.

    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 28,836 shares
    Change vs previous 13F +2,009 shares

    0.08% of the 13F portfolio, value $5,402,136.

    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 26,827 shares
    Change vs previous 13F +1,209 shares

    0.1% of the 13F portfolio, value $5,351,182.

    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 25,618 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,226,201.

    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).