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Disclosery

Merit Financial Group, LLC: PDI position timeline

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

Merit Financial Group, LLC held 53,303 PDI 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 53,303 shares
    Change vs previous 13F -5,108 shares

    0.01% of the 13F portfolio, value $890,157.

    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 58,411 shares
    Change vs previous 13F -18,254 shares

    0.01% of the 13F portfolio, value $999,420.

    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 76,665 shares
    Change vs previous 13F -642 shares

    0.01% of the 13F portfolio, value $1,357,741.

    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 77,307 shares
    Change vs previous 13F -62 shares

    0.01% of the 13F portfolio, value $1,530,672.

    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 77,369 shares
    Change vs previous 13F +5,019 shares

    0.02% of the 13F portfolio, value $1,467,694.

    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 72,350 shares
    Change vs previous 13F -78 shares

    0.02% of the 13F portfolio, value $1,432,529.

    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 72,428 shares
    Change vs previous 13F +6,305 shares

    0.02% of the 13F portfolio, value $1,328,322.

    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 66,123 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,340,308.

    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).