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Disclosery

Merit Financial Group, LLC: SCHR position timeline

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

Merit Financial Group, LLC held 32,312 SCHR 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 32,312 shares
    Change vs previous 13F +1,685 shares

    <0.01% of the 13F portfolio, value $796,817.

    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 30,627 shares
    Change vs previous 13F -2,028 shares

    0.01% of the 13F portfolio, value $762,930.

    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 32,655 shares
    Change vs previous 13F +928 shares

    0.01% of the 13F portfolio, value $818,977.

    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 31,727 shares
    Change vs previous 13F -10,964 shares

    0.01% of the 13F portfolio, value $797,312.

    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 42,691 shares
    Change vs previous 13F -1,091 shares

    0.01% of the 13F portfolio, value $1,068,545.

    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 43,782 shares
    Change vs previous 13F -3,445 shares

    0.02% of the 13F portfolio, value $1,088,426.

    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 47,227 shares
    Change vs previous 13F +16,205 shares

    0.02% of the 13F portfolio, value $1,147,136.

    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 31,022 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,569,735.

    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).