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Disclosery

Merit Financial Group, LLC: SCHZ position timeline

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

Merit Financial Group, LLC held 236,290 SCHZ 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 236,290 shares
    Change vs previous 13F -32,562 shares

    0.03% of the 13F portfolio, value $5,465,395.

    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 268,852 shares
    Change vs previous 13F -14,996 shares

    0.05% of the 13F portfolio, value $6,242,747.

    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 283,848 shares
    Change vs previous 13F -23,079 shares

    0.05% of the 13F portfolio, value $6,633,537.

    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 306,927 shares
    Change vs previous 13F -8,532 shares

    0.07% of the 13F portfolio, value $7,203,573.

    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 315,459 shares
    Change vs previous 13F -41,707 shares

    0.08% of the 13F portfolio, value $7,331,263.

    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 357,166 shares
    Change vs previous 13F -7,926 shares

    0.12% of the 13F portfolio, value $8,271,973.

    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 365,092 shares
    Change vs previous 13F +333,561 shares

    0.15% of the 13F portfolio, value $8,287,594.

    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 31,531 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,498,354.

    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).