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Disclosery

Merit Financial Group, LLC: SPEM position timeline

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

Merit Financial Group, LLC held 370,844 SPEM 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 370,844 shares
    Change vs previous 13F +44,652 shares

    0.12% of the 13F portfolio, value $19,202,261.

    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 326,192 shares
    Change vs previous 13F +34,309 shares

    0.11% of the 13F portfolio, value $15,301,679.

    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 291,883 shares
    Change vs previous 13F +138,002 shares

    0.11% of the 13F portfolio, value $13,663,034.

    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 153,881 shares
    Change vs previous 13F -7,286 shares

    0.07% of the 13F portfolio, value $7,203,149.

    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 161,167 shares
    Change vs previous 13F +62,434 shares

    0.08% of the 13F portfolio, value $6,888,281.

    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 98,733 shares
    Change vs previous 13F -65,367 shares

    0.06% of the 13F portfolio, value $3,887,113.

    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 164,100 shares
    Change vs previous 13F +2,007 shares

    0.11% of the 13F portfolio, value $6,296,536.

    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 162,093 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $6,691,200.

    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).