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Disclosery

Merit Financial Group, LLC: PHYS position timeline

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

Merit Financial Group, LLC held 31,113 PHYS 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 31,113 shares
    Change vs previous 13F -278 shares

    0.01% of the 13F portfolio, value $938,679.

    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 31,391 shares
    Change vs previous 13F +498 shares

    0.01% of the 13F portfolio, value $1,112,497.

    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 30,893 shares
    Change vs previous 13F -162 shares

    0.01% of the 13F portfolio, value $1,020,087.

    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 31,055 shares
    Change vs previous 13F -5,131 shares

    0.01% of the 13F portfolio, value $919,849.

    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 36,186 shares
    Change vs previous 13F +1,899 shares

    0.01% of the 13F portfolio, value $917,315.

    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 34,287 shares
    Change vs previous 13F +5,831 shares

    0.01% of the 13F portfolio, value $824,945.

    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 28,456 shares
    Change vs previous 13F -2,745 shares

    0.01% of the 13F portfolio, value $573,104.

    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 31,201 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $635,876.

    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).