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Disclosery

Merit Financial Group, LLC: PLTR position timeline

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

Merit Financial Group, LLC held 136,015 PLTR 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 136,015 shares
    Change vs previous 13F -29,778 shares

    0.1% of the 13F portfolio, value $15,868,758.

    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 165,793 shares
    Change vs previous 13F -13,013 shares

    0.18% of the 13F portfolio, value $24,252,205.

    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 178,806 shares
    Change vs previous 13F +18,244 shares

    0.26% of the 13F portfolio, value $31,782,806.

    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 160,562 shares
    Change vs previous 13F +7,140 shares

    0.27% of the 13F portfolio, value $29,289,690.

    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 153,422 shares
    Change vs previous 13F +16,336 shares

    0.23% of the 13F portfolio, value $20,914,440.

    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 137,086 shares
    Change vs previous 13F -14,975 shares

    0.17% of the 13F portfolio, value $11,570,058.

    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 152,061 shares
    Change vs previous 13F +38,260 shares

    0.21% of the 13F portfolio, value $11,500,373.

    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 113,801 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,233,397.

    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).