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Disclosery

Merit Financial Group, LLC: SGOL position timeline

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

Merit Financial Group, LLC held 368,968 SGOL 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 368,968 shares
    Change vs previous 13F +7,323 shares

    0.09% of the 13F portfolio, value $14,105,647.

    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 361,645 shares
    Change vs previous 13F -14,359 shares

    0.12% of the 13F portfolio, value $16,136,600.

    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 376,004 shares
    Change vs previous 13F -8,716 shares

    0.12% of the 13F portfolio, value $15,446,244.

    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 384,720 shares
    Change vs previous 13F +8,992 shares

    0.13% of the 13F portfolio, value $14,161,543.

    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 375,728 shares
    Change vs previous 13F -2,616 shares

    0.13% of the 13F portfolio, value $11,850,461.

    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 378,344 shares
    Change vs previous 13F +48,094 shares

    0.17% of the 13F portfolio, value $11,282,218.

    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 330,250 shares
    Change vs previous 13F +19,850 shares

    0.15% of the 13F portfolio, value $8,272,763.

    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 310,400 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $7,800,352.

    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).