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Disclosery

Merit Financial Group, LLC: PDM position timeline

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

Merit Financial Group, LLC held 67,908 PDM 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 67,908 shares
    Change vs previous 13F +470 shares

    <0.01% of the 13F portfolio, value $621,360.

    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 67,438 shares
    Change vs previous 13F +146 shares

    <0.01% of the 13F portfolio, value $443,069.

    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 67,292 shares
    Change vs previous 13F +1,356 shares

    <0.01% of the 13F portfolio, value $561,216.

    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 65,936 shares
    Change vs previous 13F -950 shares

    0.01% of the 13F portfolio, value $593,425.

    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 66,886 shares
    Change vs previous 13F +3,517 shares

    0.01% of the 13F portfolio, value $487,599.

    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 63,369 shares
    Change vs previous 13F +211 shares

    0.01% of the 13F portfolio, value $467,030.

    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 63,158 shares
    Change vs previous 13F -2,530 shares

    0.01% of the 13F portfolio, value $577,893.

    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 65,688 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $663,446.

    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).