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Disclosery

Merit Financial Group, LLC: SHM position timeline

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

Merit Financial Group, LLC held 35,120 SHM 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 35,120 shares
    Change vs previous 13F -263 shares

    0.01% of the 13F portfolio, value $1,684,546.

    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 35,383 shares
    Change vs previous 13F -902 shares

    0.01% of the 13F portfolio, value $1,692,358.

    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 36,285 shares
    Change vs previous 13F +370 shares

    0.01% of the 13F portfolio, value $1,741,309.

    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 35,915 shares
    Change vs previous 13F -343 shares

    0.02% of the 13F portfolio, value $1,731,842.

    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 36,258 shares
    Change vs previous 13F +18,458 shares

    0.02% of the 13F portfolio, value $1,734,205.

    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 17,800 shares
    Change vs previous 13F +2,378 shares

    0.01% of the 13F portfolio, value $847,261.

    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 15,422 shares
    Change vs previous 13F +37 shares

    0.01% of the 13F portfolio, value $730,835.

    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 15,385 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $740,618.

    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).