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Disclosery

Merit Financial Group, LLC: SCHX position timeline

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

Merit Financial Group, LLC held 705,251 SCHX 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 705,251 shares
    Change vs previous 13F -43,950 shares

    0.13% of the 13F portfolio, value $20,755,537.

    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 749,201 shares
    Change vs previous 13F +23,809 shares

    0.14% of the 13F portfolio, value $19,209,511.

    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 725,392 shares
    Change vs previous 13F +302,007 shares

    0.16% of the 13F portfolio, value $19,520,296.

    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 423,385 shares
    Change vs previous 13F -41,696 shares

    0.1% of the 13F portfolio, value $11,151,970.

    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 465,081 shares
    Change vs previous 13F +33,310 shares

    0.13% of the 13F portfolio, value $11,366,578.

    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 431,771 shares
    Change vs previous 13F +327,766 shares

    0.14% of the 13F portfolio, value $9,533,509.

    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 104,005 shares
    Change vs previous 13F +98,358 shares

    0.04% of the 13F portfolio, value $2,410,834.

    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 5,647 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $383,121.

    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).