Merit Financial Group, LLC: SGOV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Merit Financial Group, LLC on SGOV, newest first. How the timeline and the estimate are built.
Merit Financial Group, LLC held 20,714 SGOV shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F/A 20,714 sharesChange vs previous 13F -17,147 shares
0.01% of the 13F portfolio, value $2,085,238.
13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 37,861 sharesChange vs previous 13F -1,279 shares
0.03% of the 13F portfolio, value $3,811,135.
13F-HR 0001621225-26-000005 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 39,140 sharesChange vs previous 13F +3,002 shares
0.03% of the 13F portfolio, value $3,928,876.
13F-HR 0001621225-26-000003 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 36,138 sharesChange vs previous 13F +2,580 shares
0.03% of the 13F portfolio, value $3,639,105.
13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 33,558 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $3,378,935.
13F-HR 0001621225-25-000006 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).