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Merit Financial Group, LLC: PPA position timeline

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

Merit Financial Group, LLC held 25,836 PPA 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 25,836 shares
    Change vs previous 13F +1,579 shares

    0.03% of the 13F portfolio, value $4,563,938.

    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 24,257 shares
    Change vs previous 13F +2,436 shares

    0.03% of the 13F portfolio, value $4,019,445.

    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 21,821 shares
    Change vs previous 13F +1,801 shares

    0.03% of the 13F portfolio, value $3,417,780.

    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 20,020 shares
    Change vs previous 13F +3,084 shares

    0.03% of the 13F portfolio, value $3,112,082.

    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 16,936 shares
    Change vs previous 13F +1,394 shares

    0.03% of the 13F portfolio, value $2,399,610.

    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 15,542 shares
    Change vs previous 13F +2,483 shares

    0.03% of the 13F portfolio, value $1,811,430.

    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 13,059 shares
    Change vs previous 13F +2,285 shares

    0.03% of the 13F portfolio, value $1,498,308.

    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 10,774 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,238,722.

    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).