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Disclosery

Merit Financial Group, LLC: PWB position timeline

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

Merit Financial Group, LLC held 19,478 PWB 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 19,478 shares
    Change vs previous 13F -608 shares

    0.02% of the 13F portfolio, value $3,281,172.

    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 20,086 shares
    Change vs previous 13F -995 shares

    0.02% of the 13F portfolio, value $2,529,409.

    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 21,081 shares
    Change vs previous 13F +891 shares

    0.02% of the 13F portfolio, value $2,679,585.

    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 20,190 shares
    Change vs previous 13F -27 shares

    0.02% of the 13F portfolio, value $2,532,216.

    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 20,217 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $2,374,272.

    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 20,217 shares
    Change vs previous 13F +77 shares

    0.03% of the 13F portfolio, value $1,941,598.

    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 20,140 shares
    Change vs previous 13F +1,517 shares

    0.04% of the 13F portfolio, value $2,048,956.

    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 18,623 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,837,760.

    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).