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Disclosery

Merit Financial Group, LLC: SCZ position timeline

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

Merit Financial Group, LLC held 26,564 SCZ 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 26,564 shares
    Change vs previous 13F +447 shares

    0.01% of the 13F portfolio, value $2,185,423.

    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 26,117 shares
    Change vs previous 13F +8,687 shares

    0.02% of the 13F portfolio, value $2,047,809.

    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 17,430 shares
    Change vs previous 13F +442 shares

    0.01% of the 13F portfolio, value $1,351,359.

    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 16,988 shares
    Change vs previous 13F +48 shares

    0.01% of the 13F portfolio, value $1,303,323.

    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 16,940 shares
    Change vs previous 13F +5,000 shares

    0.01% of the 13F portfolio, value $1,231,183.

    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 11,940 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $758,522.

    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 11,937 shares
    Change vs previous 13F +203 shares

    0.01% of the 13F portfolio, value $725,170.

    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 11,734 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $794,419.

    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).