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Disclosery

Merit Financial Group, LLC: PSX position timeline

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

Merit Financial Group, LLC held 42,079 PSX 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 42,079 shares
    Change vs previous 13F +6,333 shares

    0.04% of the 13F portfolio, value $7,113,479.

    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 35,746 shares
    Change vs previous 13F +4,189 shares

    0.05% of the 13F portfolio, value $6,512,132.

    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 31,557 shares
    Change vs previous 13F +7,737 shares

    0.03% of the 13F portfolio, value $4,072,216.

    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 23,820 shares
    Change vs previous 13F +7,335 shares

    0.03% of the 13F portfolio, value $3,239,985.

    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 16,485 shares
    Change vs previous 13F +6,154 shares

    0.02% of the 13F portfolio, value $1,966,634.

    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 10,331 shares
    Change vs previous 13F +1,959 shares

    0.02% of the 13F portfolio, value $1,275,680.

    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 8,372 shares
    Change vs previous 13F +4,204 shares

    0.02% of the 13F portfolio, value $953,771.

    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 4,168 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $547,818.

    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).