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Disclosery

Merit Financial Group, LLC: SPTM position timeline

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

Merit Financial Group, LLC held 13,242 SPTM 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 13,242 shares
    Change vs previous 13F -2,281 shares

    0.01% of the 13F portfolio, value $1,202,254.

    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 15,523 shares
    Change vs previous 13F -2,489 shares

    0.01% of the 13F portfolio, value $1,227,246.

    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 18,012 shares
    Change vs previous 13F -12,588 shares

    0.01% of the 13F portfolio, value $1,485,976.

    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 30,600 shares
    Change vs previous 13F +4,174 shares

    0.02% of the 13F portfolio, value $2,467,854.

    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 26,426 shares
    Change vs previous 13F -418 shares

    0.02% of the 13F portfolio, value $1,979,040.

    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 26,844 shares
    Change vs previous 13F +4,889 shares

    0.03% of the 13F portfolio, value $1,825,676.

    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 21,955 shares
    Change vs previous 13F -7,268 shares

    0.03% of the 13F portfolio, value $1,568,257.

    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 29,223 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,047,368.

    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).