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Disclosery

Merit Financial Group, LLC: SHLD position timeline

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

Merit Financial Group, LLC held 1,172,606 SHLD 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 1,172,606 shares
    Change vs previous 13F +333,565 shares

    0.44% of the 13F portfolio, value $70,016,282.

    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 839,041 shares
    Change vs previous 13F +245,242 shares

    0.44% of the 13F portfolio, value $59,437,652.

    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 593,799 shares
    Change vs previous 13F +128,254 shares

    0.31% of the 13F portfolio, value $38,472,237.

    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 465,545 shares
    Change vs previous 13F +386,214 shares

    0.3% of the 13F portfolio, value $32,699,880.

    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 79,331 shares
    Change vs previous 13F -85,717 shares

    0.05% of the 13F portfolio, value $4,779,693.

    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 165,048 shares
    Change vs previous 13F +18,007 shares

    0.12% of the 13F portfolio, value $7,682,984.

    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 147,041 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,500,804.

    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).