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Disclosery

Merit Financial Group, LLC: PFM position timeline

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

Merit Financial Group, LLC held 16,169 PFM 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 16,169 shares
    Change vs previous 13F -31 shares

    0.01% of the 13F portfolio, value $896,621.

    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 16,200 shares
    Change vs previous 13F -2,429 shares

    0.01% of the 13F portfolio, value $827,669.

    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 18,629 shares
    Change vs previous 13F -20,785 shares

    0.01% of the 13F portfolio, value $959,481.

    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 39,414 shares
    Change vs previous 13F +3,636 shares

    0.02% of the 13F portfolio, value $1,999,943.

    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 35,778 shares
    Change vs previous 13F +20,839 shares

    0.02% of the 13F portfolio, value $1,723,420.

    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 14,939 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $683,910.

    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).