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Merit Financial Group, LLC: PLD position timeline

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

Merit Financial Group, LLC held 69,964 PLD 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 69,964 shares
    Change vs previous 13F +36,423 shares

    0.06% of the 13F portfolio, value $9,478,216.

    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 33,541 shares
    Change vs previous 13F +3,706 shares

    0.03% of the 13F portfolio, value $4,433,595.

    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 29,835 shares
    Change vs previous 13F +8,240 shares

    0.03% of the 13F portfolio, value $3,808,662.

    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 21,595 shares
    Change vs previous 13F +2,050 shares

    0.02% of the 13F portfolio, value $2,473,044.

    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 19,545 shares
    Change vs previous 13F +6,007 shares

    0.02% of the 13F portfolio, value $2,054,611.

    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 13,538 shares
    Change vs previous 13F +3,687 shares

    0.02% of the 13F portfolio, value $1,513,420.

    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 9,851 shares
    Change vs previous 13F +7,412 shares

    0.02% of the 13F portfolio, value $1,041,256.

    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 2,439 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $308,022.

    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).