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Disclosery

Merit Financial Group, LLC: SYY position timeline

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

Merit Financial Group, LLC held 41,369 SYY 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 41,369 shares
    Change vs previous 13F +11,677 shares

    0.02% of the 13F portfolio, value $3,457,550.

    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 29,692 shares
    Change vs previous 13F -26,155 shares

    0.02% of the 13F portfolio, value $2,117,876.

    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 55,847 shares
    Change vs previous 13F +3,026 shares

    0.03% of the 13F portfolio, value $4,115,406.

    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 52,821 shares
    Change vs previous 13F +1,602 shares

    0.04% of the 13F portfolio, value $4,349,325.

    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 51,219 shares
    Change vs previous 13F +11,523 shares

    0.04% of the 13F portfolio, value $3,879,291.

    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 39,696 shares
    Change vs previous 13F +7,612 shares

    0.04% of the 13F portfolio, value $2,978,783.

    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 32,084 shares
    Change vs previous 13F +7,320 shares

    0.04% of the 13F portfolio, value $2,453,129.

    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 24,764 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,933,039.

    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).