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Disclosery

Merit Financial Group, LLC: SMP position timeline

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

Merit Financial Group, LLC held 11,784 SMP 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 11,784 shares
    Change vs previous 13F +143 shares

    <0.01% of the 13F portfolio, value $459,238.

    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 11,641 shares
    Change vs previous 13F +190 shares

    <0.01% of the 13F portfolio, value $404,418.

    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 11,451 shares
    Change vs previous 13F -255 shares

    <0.01% of the 13F portfolio, value $421,983.

    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 11,706 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $477,839.

    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).