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Merit Financial Group, LLC: SPSM position timeline

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

Merit Financial Group, LLC held 325,390 SPSM 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 325,390 shares
    Change vs previous 13F -1,027 shares

    0.12% of the 13F portfolio, value $18,765,221.

    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 326,417 shares
    Change vs previous 13F -16,226 shares

    0.12% of the 13F portfolio, value $15,772,477.

    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 342,643 shares
    Change vs previous 13F -15,052 shares

    0.13% of the 13F portfolio, value $16,056,220.

    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 357,695 shares
    Change vs previous 13F -44,636 shares

    0.15% of the 13F portfolio, value $16,568,443.

    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 402,331 shares
    Change vs previous 13F -368,735 shares

    0.19% of the 13F portfolio, value $17,139,309.

    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 771,066 shares
    Change vs previous 13F -204,181 shares

    0.47% of the 13F portfolio, value $31,428,640.

    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 975,247 shares
    Change vs previous 13F -95,834 shares

    0.79% of the 13F portfolio, value $43,808,082.

    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 1,071,081 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $48,744,881.

    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).