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Disclosery

Merit Financial Group, LLC: SHOP position timeline

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

Merit Financial Group, LLC held 170,910 SHOP 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 170,910 shares
    Change vs previous 13F +131,942 shares

    0.12% of the 13F portfolio, value $19,514,536.

    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 38,968 shares
    Change vs previous 13F +6,279 shares

    0.03% of the 13F portfolio, value $4,622,469.

    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 32,689 shares
    Change vs previous 13F +14,427 shares

    0.04% of the 13F portfolio, value $5,262,004.

    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 18,262 shares
    Change vs previous 13F +1,062 shares

    0.02% of the 13F portfolio, value $2,714,020.

    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 17,200 shares
    Change vs previous 13F -2,834 shares

    0.02% of the 13F portfolio, value $1,984,020.

    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 20,034 shares
    Change vs previous 13F +1,273 shares

    0.03% of the 13F portfolio, value $1,912,846.

    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 18,761 shares
    Change vs previous 13F +8,131 shares

    0.04% of the 13F portfolio, value $1,994,857.

    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 10,630 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $851,888.

    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).