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Disclosery

Merit Financial Group, LLC: SRLN position timeline

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

Merit Financial Group, LLC held 282,233 SRLN 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 282,233 shares
    Change vs previous 13F +77,153 shares

    0.07% of the 13F portfolio, value $11,371,166.

    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 205,080 shares
    Change vs previous 13F -8,605 shares

    0.06% of the 13F portfolio, value $8,231,931.

    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 213,685 shares
    Change vs previous 13F -5,225 shares

    0.07% of the 13F portfolio, value $8,818,762.

    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 218,910 shares
    Change vs previous 13F -4,978 shares

    0.08% of the 13F portfolio, value $9,102,263.

    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 223,888 shares
    Change vs previous 13F -166,786 shares

    0.1% of the 13F portfolio, value $9,311,483.

    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 390,674 shares
    Change vs previous 13F +3,701 shares

    0.24% of the 13F portfolio, value $16,068,412.

    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 386,973 shares
    Change vs previous 13F -688 shares

    0.29% of the 13F portfolio, value $16,148,365.

    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 387,661 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $16,188,721.

    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).