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Disclosery

Merit Financial Group, LLC: SPMO position timeline

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

Merit Financial Group, LLC held 53,102 SPMO 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 53,102 shares
    Change vs previous 13F +3,662 shares

    0.05% of the 13F portfolio, value $8,578,156.

    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 49,440 shares
    Change vs previous 13F +2,426 shares

    0.04% of the 13F portfolio, value $5,542,698.

    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 47,014 shares
    Change vs previous 13F +3,249 shares

    0.05% of the 13F portfolio, value $5,609,769.

    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 43,765 shares
    Change vs previous 13F +11,475 shares

    0.05% of the 13F portfolio, value $5,298,243.

    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 32,290 shares
    Change vs previous 13F +2,814 shares

    0.04% of the 13F portfolio, value $3,631,628.

    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 29,476 shares
    Change vs previous 13F +23,276 shares

    0.04% of the 13F portfolio, value $2,727,372.

    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 6,200 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $589,095.

    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).