Merit Financial Group, LLC
Position in CPTL — Global X Conscious Companies ETF
CIK 1621225
ALPHARETTA, GA
All Filings in CPTL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CPTL | $306,658 | 7,381 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 CPTL | $428,695 | 9,873 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 CPTL | $467,098 | 10,826 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 CPTL | $508,747 | 12,599 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 CPTL | $536,501 | 14,395 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 CPTL | $851,106 | 21,773 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 CPTL | $823,075 | 21,029 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 CPTL | $861,707 | 23,302 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 CPTL | $858,884 | 23,713 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 CPTL | $799,963 | 23,951 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 CPTL | $737,721 | 24,706 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 CPTL | $742,587 | 23,939 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 CPTL | $567,888 | 19,257 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 CPTL | $493,131 | 17,809 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 CPTL | $408,797 | 16,025 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 CPTL | $407,876 | 15,262 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 CPTL | $303,080 | 9,350 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||