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Disclosery

Merit Financial Group, LLC: SPY position timeline

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

Merit Financial Group, LLC held 84,047 SPY 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 84,047 shares
    Change vs previous 13F +4,655 shares

    0.39% of the 13F portfolio, value $62,763,547.

    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 79,392 shares
    Change vs previous 13F -512 shares

    0.38% of the 13F portfolio, value $51,631,627.

    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 79,904 shares
    Change vs previous 13F +3,414 shares

    0.44% of the 13F portfolio, value $54,488,929.

    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 76,490 shares
    Change vs previous 13F -3,547 shares

    0.47% of the 13F portfolio, value $50,955,658.

    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 80,037 shares
    Change vs previous 13F +3,048 shares

    0.55% of the 13F portfolio, value $49,450,759.

    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 76,989 shares
    Change vs previous 13F -17,907 shares

    0.65% of the 13F portfolio, value $43,067,072.

    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 94,896 shares
    Change vs previous 13F +6,300 shares

    1% of the 13F portfolio, value $55,616,577.

    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 88,596 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $50,832,782.

    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).