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Disclosery

Merit Financial Group, LLC: SPYM position timeline

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

Merit Financial Group, LLC held 432,820 SPYM 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 432,820 shares
    Change vs previous 13F -139 shares

    0.24% of the 13F portfolio, value $38,036,198.

    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 432,959 shares
    Change vs previous 13F -12,814 shares

    0.25% of the 13F portfolio, value $33,138,623.

    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 445,773 shares
    Change vs previous 13F +878 shares

    0.29% of the 13F portfolio, value $35,759,963.

    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 444,895 shares
    Change vs previous 13F -8,701 shares

    0.32% of the 13F portfolio, value $34,853,042.

    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 453,596 shares
    Change vs previous 13F -7,913 shares

    0.37% of the 13F portfolio, value $32,971,873.

    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 461,509 shares
    Change vs previous 13F -172,922 shares

    0.45% of the 13F portfolio, value $30,348,857.

    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 634,431 shares
    Change vs previous 13F -28,144 shares

    0.79% of the 13F portfolio, value $43,737,654.

    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 662,575 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $44,730,465.

    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).