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Disclosery

Merit Financial Group, LLC: PTLC position timeline

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

Merit Financial Group, LLC held 267,262 PTLC 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 267,262 shares
    Change vs previous 13F -190,951 shares

    0.1% of the 13F portfolio, value $15,570,692.

    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 458,213 shares
    Change vs previous 13F +19,001 shares

    0.18% of the 13F portfolio, value $24,037,845.

    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 439,212 shares
    Change vs previous 13F +431,453 shares

    0.2% of the 13F portfolio, value $24,411,392.

    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 7,759 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $424,867.

    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 7,759 shares
    Change vs previous 13F -183 shares

    <0.01% of the 13F portfolio, value $393,832.

    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 7,942 shares
    Change vs previous 13F -120 shares

    0.01% of the 13F portfolio, value $408,601.

    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 8,062 shares
    Change vs previous 13F -517 shares

    0.01% of the 13F portfolio, value $430,833.

    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 8,579 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $450,826.

    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).