Skip to content
Disclosery

Merit Financial Group, LLC: SMFG position timeline

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

Merit Financial Group, LLC held 36,244 SMFG 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 36,244 shares
    Change vs previous 13F +7,161 shares

    0.01% of the 13F portfolio, value $854,627.

    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 29,083 shares
    Change vs previous 13F +2,418 shares

    <0.01% of the 13F portfolio, value $574,397.

    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 26,665 shares
    Change vs previous 13F +1,416 shares

    <0.01% of the 13F portfolio, value $515,450.

    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 25,249 shares
    Change vs previous 13F +2,311 shares

    <0.01% of the 13F portfolio, value $422,663.

    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 22,938 shares
    Change vs previous 13F +9,243 shares

    <0.01% of the 13F portfolio, value $346,599.

    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 13,695 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $211,725.

    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).