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Merit Financial Group, LLC: SHYG position timeline

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

Merit Financial Group, LLC held 215,454 SHYG 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 215,454 shares
    Change vs previous 13F +11,282 shares

    0.06% of the 13F portfolio, value $9,137,403.

    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 204,172 shares
    Change vs previous 13F +71,245 shares

    0.06% of the 13F portfolio, value $8,638,515.

    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 132,927 shares
    Change vs previous 13F +2,084 shares

    0.05% of the 13F portfolio, value $5,698,587.

    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 130,843 shares
    Change vs previous 13F +367 shares

    0.05% of the 13F portfolio, value $5,665,505.

    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 130,476 shares
    Change vs previous 13F -101,874 shares

    0.06% of the 13F portfolio, value $5,628,729.

    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 232,350 shares
    Change vs previous 13F +3,012 shares

    0.15% of the 13F portfolio, value $9,879,534.

    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 229,338 shares
    Change vs previous 13F +9,162 shares

    0.18% of the 13F portfolio, value $9,772,094.

    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 220,176 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $9,560,027.

    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).