Merit Financial Group, LLC
Holdings in MGEE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,864,825 | 23,780 | Shares | Other | 2026-01-26 |
| 2025-09-30 | $557,187 | 6,619 | Shares | Sole | 2025-10-20 |
| 2025-06-30 | $624,386 | 7,060 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $659,365 | 7,093 | Shares | Sole | 2025-04-09 |
| 2024-12-31 | $665,142 | 7,079 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $636,766 | 6,963 | Shares | Sole | 2024-10-17 |
| 2024-06-30 | $811,533 | 10,861 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $855,607 | 10,869 | Shares | Sole | 2024-05-06 |