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Merit Financial Group, LLC: PPL position timeline

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

Merit Financial Group, LLC held 94,096 PPL 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 94,096 shares
    Change vs previous 13F +7,140 shares

    0.02% of the 13F portfolio, value $3,420,376.

    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 86,956 shares
    Change vs previous 13F +19,164 shares

    0.02% of the 13F portfolio, value $3,321,737.

    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 67,792 shares
    Change vs previous 13F +7,244 shares

    0.02% of the 13F portfolio, value $2,374,082.

    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 60,548 shares
    Change vs previous 13F +2,139 shares

    0.02% of the 13F portfolio, value $2,249,963.

    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 58,409 shares
    Change vs previous 13F +31,808 shares

    0.02% of the 13F portfolio, value $1,979,492.

    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 26,601 shares
    Change vs previous 13F +15,966 shares

    0.01% of the 13F portfolio, value $960,577.

    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 10,635 shares
    Change vs previous 13F -1,462 shares

    0.01% of the 13F portfolio, value $345,223.

    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 12,097 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $400,155.

    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).