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Merit Financial Group, LLC: PG position timeline

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

Merit Financial Group, LLC held 303,349 PG 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 303,349 shares
    Change vs previous 13F +18,702 shares

    0.28% of the 13F portfolio, value $44,483,240.

    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 284,647 shares
    Change vs previous 13F +30,202 shares

    0.31% of the 13F portfolio, value $41,114,436.

    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 254,445 shares
    Change vs previous 13F +33,126 shares

    0.29% of the 13F portfolio, value $36,464,669.

    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 221,319 shares
    Change vs previous 13F +85,642 shares

    0.31% of the 13F portfolio, value $34,005,743.

    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 135,677 shares
    Change vs previous 13F +24,889 shares

    0.24% of the 13F portfolio, value $21,616,120.

    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 110,788 shares
    Change vs previous 13F +6,951 shares

    0.28% of the 13F portfolio, value $18,880,537.

    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 103,837 shares
    Change vs previous 13F +11,377 shares

    0.31% of the 13F portfolio, value $17,408,318.

    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 92,460 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $16,014,061.

    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).