Skip to content
Disclosery

Merit Financial Group, LLC: SPIB position timeline

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

Merit Financial Group, LLC held 802,985 SPIB 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 802,985 shares
    Change vs previous 13F +51,709 shares

    0.17% of the 13F portfolio, value $26,867,894.

    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 751,276 shares
    Change vs previous 13F +39,697 shares

    0.19% of the 13F portfolio, value $25,197,791.

    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 711,579 shares
    Change vs previous 13F +691,052 shares

    0.19% of the 13F portfolio, value $24,058,486.

    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 20,527 shares
    Change vs previous 13F -17,607 shares

    0.01% of the 13F portfolio, value $695,660.

    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 38,134 shares
    Change vs previous 13F -20,956 shares

    0.01% of the 13F portfolio, value $1,280,547.

    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 59,090 shares
    Change vs previous 13F -28,802 shares

    0.03% of the 13F portfolio, value $1,964,150.

    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 87,892 shares
    Change vs previous 13F -18,434 shares

    0.05% of the 13F portfolio, value $2,879,350.

    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 106,326 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,584,237.

    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).