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Disclosery

Merit Financial Group, LLC: SMH position timeline

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

Merit Financial Group, LLC held 41,345 SMH 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 41,345 shares
    Change vs previous 13F -271 shares

    0.17% of the 13F portfolio, value $27,117,899.

    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 41,616 shares
    Change vs previous 13F +782 shares

    0.12% of the 13F portfolio, value $15,955,744.

    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 40,834 shares
    Change vs previous 13F -1,485 shares

    0.12% of the 13F portfolio, value $14,705,507.

    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 42,319 shares
    Change vs previous 13F -210 shares

    0.13% of the 13F portfolio, value $13,811,253.

    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 42,529 shares
    Change vs previous 13F -9,627 shares

    0.13% of the 13F portfolio, value $11,860,511.

    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 52,156 shares
    Change vs previous 13F +5,345 shares

    0.17% of the 13F portfolio, value $11,029,526.

    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 46,811 shares
    Change vs previous 13F +30,945 shares

    0.2% of the 13F portfolio, value $11,336,295.

    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 15,866 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,894,310.

    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).