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Disclosery

Merit Financial Group, LLC: SPTL position timeline

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

Merit Financial Group, LLC held 8,472 SPTL 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 8,472 shares
    Change vs previous 13F -2,569 shares

    <0.01% of the 13F portfolio, value $222,211.

    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 11,041 shares
    Change vs previous 13F -12,887 shares

    <0.01% of the 13F portfolio, value $290,375.

    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 23,928 shares
    Change vs previous 13F -19,246 shares

    0.01% of the 13F portfolio, value $633,370.

    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 43,174 shares
    Change vs previous 13F -2,738 shares

    0.01% of the 13F portfolio, value $1,163,548.

    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 45,912 shares
    Change vs previous 13F +19,065 shares

    0.01% of the 13F portfolio, value $1,220,350.

    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 26,847 shares
    Change vs previous 13F -1,184 shares

    0.01% of the 13F portfolio, value $731,858.

    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 28,031 shares
    Change vs previous 13F -3,741 shares

    0.01% of the 13F portfolio, value $734,120.

    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 31,772 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $923,619.

    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).