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Merit Financial Group, LLC: SCI position timeline

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

Merit Financial Group, LLC held 6,000 SCI 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 6,000 shares
    Change vs previous 13F -1,626 shares

    <0.01% of the 13F portfolio, value $455,767.

    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 7,626 shares
    Change vs previous 13F -26,914 shares

    <0.01% of the 13F portfolio, value $629,214.

    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 34,540 shares
    Change vs previous 13F -2,598 shares

    0.02% of the 13F portfolio, value $2,693,075.

    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 37,138 shares
    Change vs previous 13F -934 shares

    0.03% of the 13F portfolio, value $3,090,614.

    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 38,072 shares
    Change vs previous 13F +5,627 shares

    0.03% of the 13F portfolio, value $3,099,089.

    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 32,445 shares
    Change vs previous 13F +6,582 shares

    0.04% of the 13F portfolio, value $2,602,066.

    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 25,863 shares
    Change vs previous 13F +6,391 shares

    0.04% of the 13F portfolio, value $2,064,412.

    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 19,472 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,536,899.

    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).