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Disclosery

Merit Financial Group, LLC: SPGM position timeline

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

Merit Financial Group, LLC held 9,374 SPGM 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 9,374 shares
    Change vs previous 13F +56 shares

    <0.01% of the 13F portfolio, value $803,109.

    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 9,318 shares
    Change vs previous 13F -134 shares

    0.01% of the 13F portfolio, value $705,438.

    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 9,452 shares
    Change vs previous 13F +106 shares

    0.01% of the 13F portfolio, value $725,034.

    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 9,346 shares
    Change vs previous 13F -2,331 shares

    0.01% of the 13F portfolio, value $700,020.

    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 11,677 shares
    Change vs previous 13F -152 shares

    0.01% of the 13F portfolio, value $805,717.

    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 11,829 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $738,367.

    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 11,829 shares
    Change vs previous 13F -3,916 shares

    0.01% of the 13F portfolio, value $749,132.

    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 15,745 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,019,822.

    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).