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Disclosery

Merit Financial Group, LLC: PDP position timeline

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

Merit Financial Group, LLC held 6,065 PDP 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 6,065 shares
    Change vs previous 13F -196 shares

    0.01% of the 13F portfolio, value $920,369.

    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 6,261 shares
    Change vs previous 13F -362 shares

    0.01% of the 13F portfolio, value $756,009.

    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 6,623 shares
    Change vs previous 13F +494 shares

    0.01% of the 13F portfolio, value $770,905.

    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 6,129 shares
    Change vs previous 13F -3,125 shares

    0.01% of the 13F portfolio, value $723,521.

    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 9,254 shares
    Change vs previous 13F -525 shares

    0.01% of the 13F portfolio, value $1,004,877.

    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 9,779 shares
    Change vs previous 13F -2,399 shares

    0.01% of the 13F portfolio, value $977,749.

    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 12,178 shares
    Change vs previous 13F +3,453 shares

    0.02% of the 13F portfolio, value $1,310,430.

    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 8,725 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $900,944.

    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).