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Disclosery

Merit Financial Group, LLC: PHO position timeline

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

Merit Financial Group, LLC held 3,250 PHO 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 3,250 shares
    Change vs previous 13F -307 shares

    <0.01% of the 13F portfolio, value $224,534.

    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 3,557 shares
    Change vs previous 13F -461 shares

    <0.01% of the 13F portfolio, value $237,805.

    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 4,018 shares
    Change vs previous 13F -584 shares

    <0.01% of the 13F portfolio, value $282,923.

    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 4,602 shares
    Change vs previous 13F -269 shares

    <0.01% of the 13F portfolio, value $331,847.

    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 4,871 shares
    Change vs previous 13F +390 shares

    <0.01% of the 13F portfolio, value $340,556.

    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 4,481 shares
    Change vs previous 13F -1,202 shares

    <0.01% of the 13F portfolio, value $289,114.

    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 5,683 shares
    Change vs previous 13F -5,548 shares

    0.01% of the 13F portfolio, value $373,908.

    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 11,231 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $792,222.

    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).