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Disclosery

Merit Financial Group, LLC: SOFI position timeline

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

Merit Financial Group, LLC held 55,304 SOFI 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 55,304 shares
    Change vs previous 13F -3,100 shares

    0.01% of the 13F portfolio, value $991,601.

    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 58,404 shares
    Change vs previous 13F -3,177 shares

    0.01% of the 13F portfolio, value $927,456.

    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 61,581 shares
    Change vs previous 13F -4,803 shares

    0.01% of the 13F portfolio, value $1,612,190.

    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 66,384 shares
    Change vs previous 13F +43,404 shares

    0.02% of the 13F portfolio, value $1,753,865.

    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 22,980 shares
    Change vs previous 13F +4,695 shares

    <0.01% of the 13F portfolio, value $418,466.

    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 18,285 shares
    Change vs previous 13F -12,887 shares

    <0.01% of the 13F portfolio, value $212,655.

    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 31,172 shares
    Change vs previous 13F +12,383 shares

    0.01% of the 13F portfolio, value $480,049.

    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 18,789 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $147,682.

    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).