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Merit Financial Group, LLC: PM position timeline

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

Merit Financial Group, LLC held 129,187 PM 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 129,187 shares
    Change vs previous 13F -4,507 shares

    0.15% of the 13F portfolio, value $23,371,342.

    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 133,694 shares
    Change vs previous 13F -4,053 shares

    0.16% of the 13F portfolio, value $22,104,783.

    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 137,747 shares
    Change vs previous 13F -11,931 shares

    0.18% of the 13F portfolio, value $22,094,725.

    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 149,678 shares
    Change vs previous 13F +7,921 shares

    0.22% of the 13F portfolio, value $24,277,784.

    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 141,757 shares
    Change vs previous 13F +27,593 shares

    0.29% of the 13F portfolio, value $25,818,168.

    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 114,164 shares
    Change vs previous 13F +22,110 shares

    0.27% of the 13F portfolio, value $18,121,261.

    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 92,054 shares
    Change vs previous 13F +33,040 shares

    0.2% of the 13F portfolio, value $11,078,732.

    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 59,014 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $7,164,350.

    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).