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Merit Financial Group, LLC: SPMD position timeline

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

Merit Financial Group, LLC held 25,553 SPMD 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 25,553 shares
    Change vs previous 13F +3,731 shares

    0.01% of the 13F portfolio, value $1,726,389.

    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 21,822 shares
    Change vs previous 13F -199 shares

    0.01% of the 13F portfolio, value $1,292,321.

    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 22,021 shares
    Change vs previous 13F -12,336 shares

    0.01% of the 13F portfolio, value $1,275,229.

    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 34,357 shares
    Change vs previous 13F -3,103 shares

    0.02% of the 13F portfolio, value $1,964,854.

    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 37,460 shares
    Change vs previous 13F -1,030 shares

    0.02% of the 13F portfolio, value $2,037,096.

    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 38,490 shares
    Change vs previous 13F -42,346 shares

    0.03% of the 13F portfolio, value $1,969,940.

    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 80,836 shares
    Change vs previous 13F -2,018 shares

    0.08% of the 13F portfolio, value $4,420,946.

    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 82,854 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,530,470.

    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).