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Disclosery

Merit Financial Group, LLC: PTF position timeline

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

Merit Financial Group, LLC held 38,506 PTF 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 38,506 shares
    Change vs previous 13F -571 shares

    0.03% of the 13F portfolio, value $5,248,719.

    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 39,077 shares
    Change vs previous 13F -3,033 shares

    0.03% of the 13F portfolio, value $3,373,301.

    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 42,110 shares
    Change vs previous 13F -7,066 shares

    0.03% of the 13F portfolio, value $3,220,827.

    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 49,176 shares
    Change vs previous 13F -32,511 shares

    0.03% of the 13F portfolio, value $3,679,112.

    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 81,687 shares
    Change vs previous 13F -11,055 shares

    0.06% of the 13F portfolio, value $5,578,405.

    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 92,742 shares
    Change vs previous 13F -75,017 shares

    0.08% of the 13F portfolio, value $5,468,068.

    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 167,759 shares
    Change vs previous 13F -5,192 shares

    0.22% of the 13F portfolio, value $12,172,593.

    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 172,951 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $10,970,282.

    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).