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Merit Financial Group, LLC: PEP position timeline

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

Merit Financial Group, LLC held 138,616 PEP 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 138,616 shares
    Change vs previous 13F -4,825 shares

    0.12% of the 13F portfolio, value $18,768,562.

    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 143,441 shares
    Change vs previous 13F +6,806 shares

    0.17% of the 13F portfolio, value $22,274,889.

    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 136,635 shares
    Change vs previous 13F +14,840 shares

    0.16% of the 13F portfolio, value $19,609,926.

    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 121,795 shares
    Change vs previous 13F +7,451 shares

    0.16% of the 13F portfolio, value $17,104,944.

    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 114,344 shares
    Change vs previous 13F +36,239 shares

    0.17% of the 13F portfolio, value $15,097,943.

    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 78,105 shares
    Change vs previous 13F +12,406 shares

    0.18% of the 13F portfolio, value $11,711,073.

    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 65,699 shares
    Change vs previous 13F +9,104 shares

    0.18% of the 13F portfolio, value $9,990,171.

    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 56,595 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $9,624,037.

    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).