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Disclosery

Merit Financial Group, LLC: SPSB position timeline

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

Merit Financial Group, LLC held 42,246 SPSB 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 42,246 shares
    Change vs previous 13F +15,316 shares

    0.01% of the 13F portfolio, value $1,267,790.

    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 26,930 shares
    Change vs previous 13F +8,323 shares

    0.01% of the 13F portfolio, value $809,791.

    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 18,607 shares
    Change vs previous 13F -3,699 shares

    <0.01% of the 13F portfolio, value $561,925.

    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 22,306 shares
    Change vs previous 13F -16,158 shares

    0.01% of the 13F portfolio, value $675,648.

    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 38,464 shares
    Change vs previous 13F -8,767 shares

    0.01% of the 13F portfolio, value $1,161,243.

    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 47,231 shares
    Change vs previous 13F -178,797 shares

    0.02% of the 13F portfolio, value $1,421,647.

    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 226,028 shares
    Change vs previous 13F -7,786 shares

    0.12% of the 13F portfolio, value $6,749,210.

    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 233,814 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $7,079,878.

    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).