Merit Financial Group, LLC
- SEC CIK
- 0001621225
- Latest filing
- Jul 20, 2026
LEO holding history
BNY Mellon Strategic Municipals, Inc. in every 13F filed by Merit Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
LEO overviewAll 13F holders of LEOFull Q2 2026 holdings
- Shares (Q2 2026)
- 31,057
- Value
- $200.6K
- % of portfolio
- <0.1%
- Quarters held
- 10
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 31,057 | $200.6K | <0.1% | +1,531+5.2% | Added | Holders |
| Q1 2026 | 29,526 | $185.7K | <0.1% | +2,517+9.3% | Added | Holders |
| Q4 2025 | 27,009 | $171.8K | <0.1% | +394+1.5% | Added | Holders |
| Q3 2025 | 26,615 | $166.3K | <0.1% | −1,080−3.9% | Reduced | Holders |
| Q2 2025 | 27,695 | $164.0K | <0.1% | +1,562+6.0% | Added | Holders |
| Q1 2025 | 26,133 | $159.9K | <0.1% | +26,133 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −11,614−100.0% | Sold out | Holders |
| Q1 2024 | 11,614 | $69.9K | <0.1% | −22,022−65.5% | Reduced | Holders |
| Q4 2023 | 33,636 | $197.1K | <0.1% | −2,734−7.5% | Reduced | Holders |
| Q3 2023 | 36,370 | $193.8K | <0.1% | +177+0.5% | Added | Holders |
| Q2 2023 | 36,193 | $225.1K | <0.1% | +36,193 | New | Holders |