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Disclosery

Merit Financial Group, LLC: SDY position timeline

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

Merit Financial Group, LLC held 41,570 SDY 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 41,570 shares
    Change vs previous 13F -3,996 shares

    0.04% of the 13F portfolio, value $6,326,098.

    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 45,566 shares
    Change vs previous 13F -2,414 shares

    0.05% of the 13F portfolio, value $6,649,904.

    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 47,980 shares
    Change vs previous 13F -1,287 shares

    0.05% of the 13F portfolio, value $6,676,814.

    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 49,267 shares
    Change vs previous 13F -3,251 shares

    0.06% of the 13F portfolio, value $6,899,838.

    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 52,518 shares
    Change vs previous 13F +1,361 shares

    0.08% of the 13F portfolio, value $7,128,226.

    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 51,157 shares
    Change vs previous 13F +32,591 shares

    0.1% of the 13F portfolio, value $6,941,048.

    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 18,566 shares
    Change vs previous 13F +2,508 shares

    0.04% of the 13F portfolio, value $2,452,621.

    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 16,058 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,280,907.

    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).