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Merit Financial Group, LLC: PFE position timeline

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

Merit Financial Group, LLC held 272,103 PFE 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 272,103 shares
    Change vs previous 13F +20,637 shares

    0.04% of the 13F portfolio, value $6,552,251.

    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 251,466 shares
    Change vs previous 13F +9,814 shares

    0.05% of the 13F portfolio, value $7,061,176.

    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 241,652 shares
    Change vs previous 13F +20,085 shares

    0.05% of the 13F portfolio, value $6,017,141.

    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 221,567 shares
    Change vs previous 13F +13,718 shares

    0.05% of the 13F portfolio, value $5,645,520.

    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 207,849 shares
    Change vs previous 13F +48,978 shares

    0.06% of the 13F portfolio, value $5,038,257.

    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 158,871 shares
    Change vs previous 13F +30,904 shares

    0.06% of the 13F portfolio, value $4,025,787.

    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 127,967 shares
    Change vs previous 13F +48,397 shares

    0.06% of the 13F portfolio, value $3,394,964.

    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 79,570 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,302,748.

    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).