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Disclosery

Merit Financial Group, LLC: SPYG position timeline

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

Merit Financial Group, LLC held 536,798 SPYG 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 536,798 shares
    Change vs previous 13F +6,947 shares

    0.4% of the 13F portfolio, value $63,873,541.

    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 529,851 shares
    Change vs previous 13F -7,476 shares

    0.39% of the 13F portfolio, value $51,877,766.

    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 537,327 shares
    Change vs previous 13F +43,107 shares

    0.46% of the 13F portfolio, value $57,332,818.

    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 494,220 shares
    Change vs previous 13F -31,081 shares

    0.47% of the 13F portfolio, value $51,650,967.

    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 525,301 shares
    Change vs previous 13F +27,368 shares

    0.56% of the 13F portfolio, value $50,071,700.

    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 497,933 shares
    Change vs previous 13F -105,322 shares

    0.6% of the 13F portfolio, value $40,018,837.

    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 603,255 shares
    Change vs previous 13F +11,938 shares

    0.95% of the 13F portfolio, value $53,026,107.

    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 591,317 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $49,043,842.

    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).