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Merit Financial Group, LLC: SBUX position timeline

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

Merit Financial Group, LLC held 93,867 SBUX 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 93,867 shares
    Change vs previous 13F +8,518 shares

    0.06% of the 13F portfolio, value $9,592,392.

    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 85,349 shares
    Change vs previous 13F +6,822 shares

    0.06% of the 13F portfolio, value $7,646,402.

    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 78,527 shares
    Change vs previous 13F -880 shares

    0.05% of the 13F portfolio, value $6,612,766.

    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 79,407 shares
    Change vs previous 13F -2,808 shares

    0.06% of the 13F portfolio, value $6,717,922.

    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 82,215 shares
    Change vs previous 13F +8,857 shares

    0.08% of the 13F portfolio, value $7,533,323.

    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 73,358 shares
    Change vs previous 13F +4,177 shares

    0.11% of the 13F portfolio, value $7,195,712.

    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 69,181 shares
    Change vs previous 13F +2,918 shares

    0.11% of the 13F portfolio, value $6,312,765.

    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 66,263 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,460,022.

    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).