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Disclosery

Merit Financial Group, LLC: SPDW position timeline

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

Merit Financial Group, LLC held 484,355 SPDW 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 484,355 shares
    Change vs previous 13F +4,442 shares

    0.15% of the 13F portfolio, value $24,406,637.

    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 479,913 shares
    Change vs previous 13F +16,340 shares

    0.16% of the 13F portfolio, value $21,908,021.

    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 463,573 shares
    Change vs previous 13F +218,847 shares

    0.17% of the 13F portfolio, value $20,587,285.

    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 244,726 shares
    Change vs previous 13F -45,625 shares

    0.1% of the 13F portfolio, value $10,471,846.

    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 290,351 shares
    Change vs previous 13F -275 shares

    0.13% of the 13F portfolio, value $11,756,328.

    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 290,626 shares
    Change vs previous 13F -230,171 shares

    0.16% of the 13F portfolio, value $10,581,706.

    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 520,797 shares
    Change vs previous 13F -51,314 shares

    0.32% of the 13F portfolio, value $17,774,788.

    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 572,111 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $21,488,496.

    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).