Merit Financial Group, LLC
Holdings in PDM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $561,214 | 67,292 | Shares | Other | 2026-01-26 |
| 2025-09-30 | $593,424 | 65,936 | Shares | Sole | 2025-10-20 |
| 2025-06-30 | $487,598 | 66,886 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $467,029 | 63,369 | Shares | Sole | 2025-04-09 |
| 2024-12-31 | $577,895 | 63,158 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $663,448 | 65,688 | Shares | Sole | 2024-10-17 |
| 2024-06-30 | $449,101 | 61,945 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $435,241 | 61,912 | Shares | Sole | 2024-05-06 |
| 2023-12-31 | $438,950 | 61,737 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $370,211 | 65,874 | Shares | Sole | 2023-11-07 |
| 2023-06-30 | $479,660 | 65,978 | Shares | Sole | 2023-08-01 |
| 2023-03-31 | $481,164 | 65,913 | Shares | Sole | 2023-04-24 |
| 2022-12-31 | $604,422 | 65,913 | Shares | Sole | 2023-01-13 |
| 2022-09-30 | $725,250 | 68,679 | Shares | Sole | 2022-10-31 |
| 2022-06-30 | $861,564 | 65,668 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $1,130,802 | 65,668 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $1,170,217 | 63,668 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $1,131,886 | 64,939 | Shares | Sole | 2021-10-27 |
| 2021-06-30 | $1,206,257 | 65,309 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $1,020,748 | 58,765 | Shares | Sole | 2021-05-18 |
| 2020-12-31 | $1,069,297 | 65,884 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $884,438 | 65,176 | Shares | Sole | 2020-11-10 |
| 2020-06-30 | $1,082,573 | 65,176 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $1,092,571 | 61,867 | Shares | Sole | 2020-05-05 |