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Disclosery

Merit Financial Group, LLC: PSA position timeline

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

Merit Financial Group, LLC held 6,056 PSA 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 6,056 shares
    Change vs previous 13F +264 shares

    0.01% of the 13F portfolio, value $1,928,094.

    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 5,792 shares
    Change vs previous 13F -277 shares

    0.01% of the 13F portfolio, value $1,568,892.

    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 6,069 shares
    Change vs previous 13F -4,230 shares

    0.01% of the 13F portfolio, value $1,575,115.

    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 10,299 shares
    Change vs previous 13F -2,847 shares

    0.03% of the 13F portfolio, value $2,975,084.

    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 13,146 shares
    Change vs previous 13F +5,722 shares

    0.04% of the 13F portfolio, value $3,857,175.

    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 7,424 shares
    Change vs previous 13F -943 shares

    0.03% of the 13F portfolio, value $2,221,893.

    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 8,367 shares
    Change vs previous 13F +4,272 shares

    0.05% of the 13F portfolio, value $2,505,454.

    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 4,095 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,490,212.

    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).