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Disclosery

Merit Financial Group, LLC: SPAB position timeline

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

Merit Financial Group, LLC held 28,502 SPAB 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 28,502 shares
    Change vs previous 13F -5,793 shares

    <0.01% of the 13F portfolio, value $727,372.

    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 34,295 shares
    Change vs previous 13F -27,890 shares

    0.01% of the 13F portfolio, value $878,649.

    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 62,185 shares
    Change vs previous 13F -38,733 shares

    0.01% of the 13F portfolio, value $1,601,272.

    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 100,918 shares
    Change vs previous 13F -19,647 shares

    0.02% of the 13F portfolio, value $2,608,730.

    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 120,565 shares
    Change vs previous 13F +32,958 shares

    0.03% of the 13F portfolio, value $3,086,476.

    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 87,607 shares
    Change vs previous 13F -44,722 shares

    0.03% of the 13F portfolio, value $2,237,493.

    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 132,329 shares
    Change vs previous 13F +55,813 shares

    0.06% of the 13F portfolio, value $3,306,894.

    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 76,516 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,000,132.

    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).