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Merit Financial Group, LLC: PECO position timeline

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

Merit Financial Group, LLC held 9,542 PECO 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 9,542 shares
    Change vs previous 13F +165 shares

    <0.01% of the 13F portfolio, value $397,120.

    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 9,377 shares
    Change vs previous 13F +2,255 shares

    <0.01% of the 13F portfolio, value $350,896.

    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 7,122 shares
    Change vs previous 13F -3,350 shares

    <0.01% of the 13F portfolio, value $253,341.

    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 10,472 shares
    Change vs previous 13F +3,354 shares

    <0.01% of the 13F portfolio, value $359,510.

    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 7,118 shares
    Change vs previous 13F +1,255 shares

    <0.01% of the 13F portfolio, value $249,346.

    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 5,863 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $213,941.

    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).