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Merit Financial Group, LLC: SPTS position timeline

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

Merit Financial Group, LLC held 189,541 SPTS 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 189,541 shares
    Change vs previous 13F -44,787 shares

    0.03% of the 13F portfolio, value $5,498,584.

    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 234,328 shares
    Change vs previous 13F -131,881 shares

    0.05% of the 13F portfolio, value $6,837,691.

    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 366,209 shares
    Change vs previous 13F -69,957 shares

    0.09% of the 13F portfolio, value $10,722,605.

    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 436,166 shares
    Change vs previous 13F -4,730,310 shares

    0.12% of the 13F portfolio, value $12,788,379.

    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 5,166,476 shares
    Change vs previous 13F +2,034,138 shares

    1.69% of the 13F portfolio, value $151,326,081.

    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 3,132,338 shares
    Change vs previous 13F +440,229 shares

    1.37% of the 13F portfolio, value $91,589,573.

    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 2,692,109 shares
    Change vs previous 13F +668,963 shares

    1.4% of the 13F portfolio, value $78,098,076.

    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 2,023,146 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $59,500,726.

    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).