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Disclosery

Merit Financial Group, LLC: PSR position timeline

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

Merit Financial Group, LLC held 5,049 PSR 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 5,049 shares
    Change vs previous 13F +26 shares

    <0.01% of the 13F portfolio, value $517,890.

    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 5,023 shares
    Change vs previous 13F +25 shares

    <0.01% of the 13F portfolio, value $465,156.

    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 4,998 shares
    Change vs previous 13F +22 shares

    <0.01% of the 13F portfolio, value $451,557.

    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 4,976 shares
    Change vs previous 13F -42 shares

    <0.01% of the 13F portfolio, value $461,139.

    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 5,018 shares
    Change vs previous 13F +21 shares

    0.01% of the 13F portfolio, value $458,230.

    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 4,997 shares
    Change vs previous 13F -34,386 shares

    0.01% of the 13F portfolio, value $462,331.

    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 39,383 shares
    Change vs previous 13F -1,272 shares

    0.06% of the 13F portfolio, value $3,555,886.

    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 40,655 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,004,555.

    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).