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Disclosery

Merit Financial Group, LLC: SHY position timeline

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

Merit Financial Group, LLC held 43,106 SHY 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 43,106 shares
    Change vs previous 13F -19,678 shares

    0.02% of the 13F portfolio, value $3,539,433.

    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 62,784 shares
    Change vs previous 13F -5,078 shares

    0.04% of the 13F portfolio, value $5,184,041.

    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 67,862 shares
    Change vs previous 13F -2,740 shares

    0.05% of the 13F portfolio, value $5,620,338.

    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 70,602 shares
    Change vs previous 13F +1,754 shares

    0.05% of the 13F portfolio, value $5,857,165.

    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 68,848 shares
    Change vs previous 13F +59,608 shares

    0.06% of the 13F portfolio, value $5,704,773.

    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 9,240 shares
    Change vs previous 13F -221 shares

    0.01% of the 13F portfolio, value $764,449.

    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 9,461 shares
    Change vs previous 13F -2,807 shares

    0.01% of the 13F portfolio, value $775,620.

    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 12,268 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,020,104.

    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).