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Disclosery

Merit Financial Group, LLC: SPGI position timeline

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

Merit Financial Group, LLC held 24,512 SPGI 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 24,512 shares
    Change vs previous 13F -6,965 shares

    0.06% of the 13F portfolio, value $9,982,793.

    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 31,477 shares
    Change vs previous 13F +4,153 shares

    0.1% of the 13F portfolio, value $13,388,434.

    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 27,324 shares
    Change vs previous 13F +156 shares

    0.11% of the 13F portfolio, value $14,279,029.

    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 27,168 shares
    Change vs previous 13F +1,972 shares

    0.12% of the 13F portfolio, value $13,222,898.

    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 25,196 shares
    Change vs previous 13F +1,875 shares

    0.15% of the 13F portfolio, value $13,285,715.

    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 23,321 shares
    Change vs previous 13F +3,251 shares

    0.18% of the 13F portfolio, value $11,849,575.

    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 20,070 shares
    Change vs previous 13F +1,982 shares

    0.18% of the 13F portfolio, value $9,995,535.

    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 18,088 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $9,344,681.

    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).