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Disclosery

Merit Financial Group, LLC: SFM position timeline

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

Merit Financial Group, LLC held 66,823 SFM 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 66,823 shares
    Change vs previous 13F -339 shares

    0.04% of the 13F portfolio, value $5,651,901.

    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 67,162 shares
    Change vs previous 13F +7,897 shares

    0.04% of the 13F portfolio, value $5,180,187.

    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 59,265 shares
    Change vs previous 13F -141 shares

    0.04% of the 13F portfolio, value $4,721,652.

    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 59,406 shares
    Change vs previous 13F +246 shares

    0.06% of the 13F portfolio, value $6,463,372.

    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 59,160 shares
    Change vs previous 13F -1,963 shares

    0.11% of the 13F portfolio, value $9,740,102.

    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 61,123 shares
    Change vs previous 13F -307 shares

    0.14% of the 13F portfolio, value $9,329,815.

    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 61,430 shares
    Change vs previous 13F -1,428 shares

    0.14% of the 13F portfolio, value $7,805,910.

    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 62,858 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $6,940,152.

    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).