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Disclosery

Merit Financial Group, LLC: SDVY position timeline

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

Merit Financial Group, LLC held 52,464 SDVY 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 52,464 shares
    Change vs previous 13F +880 shares

    0.01% of the 13F portfolio, value $2,263,307.

    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 51,584 shares
    Change vs previous 13F -6,356 shares

    0.02% of the 13F portfolio, value $2,033,965.

    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 57,940 shares
    Change vs previous 13F -38,673 shares

    0.02% of the 13F portfolio, value $2,220,260.

    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 96,613 shares
    Change vs previous 13F +171 shares

    0.03% of the 13F portfolio, value $3,673,157.

    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 96,442 shares
    Change vs previous 13F +12,193 shares

    0.04% of the 13F portfolio, value $3,402,466.

    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 84,249 shares
    Change vs previous 13F +15,164 shares

    0.04% of the 13F portfolio, value $2,822,327.

    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 69,085 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,476,697.

    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).