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Merit Financial Group, LLC: PEG position timeline

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

Merit Financial Group, LLC held 32,018 PEG 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 32,018 shares
    Change vs previous 13F +13,808 shares

    0.02% of the 13F portfolio, value $2,598,591.

    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 18,210 shares
    Change vs previous 13F +2,285 shares

    0.01% of the 13F portfolio, value $1,474,091.

    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 15,925 shares
    Change vs previous 13F +1,635 shares

    0.01% of the 13F portfolio, value $1,278,709.

    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 14,290 shares
    Change vs previous 13F +384 shares

    0.01% of the 13F portfolio, value $1,192,565.

    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 13,906 shares
    Change vs previous 13F +260 shares

    0.01% of the 13F portfolio, value $1,170,604.

    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 13,646 shares
    Change vs previous 13F +2,899 shares

    0.02% of the 13F portfolio, value $1,123,039.

    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 10,747 shares
    Change vs previous 13F +2,787 shares

    0.02% of the 13F portfolio, value $908,035.

    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 7,960 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $710,140.

    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).