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Disclosery

Merit Financial Group, LLC: PSN position timeline

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

Merit Financial Group, LLC held 14,189 PSN 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 14,189 shares
    Change vs previous 13F +1,648 shares

    <0.01% of the 13F portfolio, value $743,361.

    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 12,541 shares
    Change vs previous 13F -4,372 shares

    0.01% of the 13F portfolio, value $679,346.

    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 16,913 shares
    Change vs previous 13F +5,689 shares

    0.01% of the 13F portfolio, value $1,045,223.

    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 11,224 shares
    Change vs previous 13F -306 shares

    0.01% of the 13F portfolio, value $930,694.

    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 11,530 shares
    Change vs previous 13F +3,119 shares

    0.01% of the 13F portfolio, value $827,508.

    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 8,411 shares
    Change vs previous 13F +2,274 shares

    0.01% of the 13F portfolio, value $498,015.

    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 6,137 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $566,138.

    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).