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Disclosery

Merit Financial Group, LLC: TSM position timeline

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

Merit Financial Group, LLC held 44,535 TSM 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 44,535 shares
    Change vs previous 13F -89 shares

    0.13% of the 13F portfolio, value $21,267,982.

    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 44,624 shares
    Change vs previous 13F +1,890 shares

    0.11% of the 13F portfolio, value $15,080,423.

    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 42,734 shares
    Change vs previous 13F +2,759 shares

    0.1% of the 13F portfolio, value $12,986,307.

    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 39,975 shares
    Change vs previous 13F +14,203 shares

    0.1% of the 13F portfolio, value $11,164,499.

    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 25,772 shares
    Change vs previous 13F +6,284 shares

    0.07% of the 13F portfolio, value $5,837,089.

    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 19,488 shares
    Change vs previous 13F +8,551 shares

    0.05% of the 13F portfolio, value $3,235,061.

    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 10,937 shares
    Change vs previous 13F +4,281 shares

    0.04% of the 13F portfolio, value $2,160,039.

    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 6,656 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,155,952.

    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).