Merit Financial Group, LLC
Holdings in UPS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,076,709 | 41,100 | Shares | Other | 2026-01-26 |
| 2025-12-31 | $82,096,187 | 827,666 | Shares | Other | 2026-01-26 |
| 2025-09-30 | $3,408,024 | 40,800 | Shares | Sole | 2025-10-20 |
| 2025-09-30 | $70,068,722 | 838,845 | Shares | Sole | 2025-10-20 |
| 2025-06-30 | $4,118,352 | 40,800 | Shares | Sole | 2025-07-22 |
| 2025-06-30 | $86,858,163 | 860,493 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $94,924,669 | 863,030 | Shares | Sole | 2025-04-09 |
| 2024-12-31 | $106,957,263 | 848,194 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $127,771,849 | 937,156 | Shares | Sole | 2024-10-17 |
| 2024-06-30 | $121,321,767 | 886,531 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $133,974,636 | 901,397 | Shares | Sole | 2024-05-06 |
| 2023-12-31 | $138,605,163 | 881,544 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $138,865,518 | 890,906 | Shares | Sole | 2023-11-07 |
| 2023-06-30 | $156,569,497 | 873,470 | Shares | Sole | 2023-08-01 |
| 2023-03-31 | $157,024,429 | 809,446 | Shares | Sole | 2023-04-24 |
| 2022-12-31 | $145,591,347 | 837,502 | Shares | Sole | 2023-01-13 |
| 2022-09-30 | $134,780,414 | 834,347 | Shares | Sole | 2022-10-31 |
| 2022-06-30 | $375,155,842 | 2,055,198 | Shares | Sole | 2022-08-08 |
| 2022-06-30 | $3,433,541 | 18,810 | Shares | Sole | 2022-08-08 |
| 2022-06-30 | $885,679 | 4,852 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $161,680,965 | 753,898 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $1,500,165 | 6,999 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $1,255,943 | 6,897 | Shares | Sole | 2021-10-27 |
| 2021-06-30 | $1,428,961 | 6,871 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $1,200,979 | 7,065 | Shares | Sole | 2021-05-18 |
| 2020-12-31 | $1,186,714 | 7,047 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $1,174,074 | 7,046 | Shares | Sole | 2020-11-10 |
| 2020-06-30 | $839,297 | 7,549 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $691,868 | 7,406 | Shares | Sole | 2020-05-05 |