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Livermore
Livermore
ZHEN

Merit Financial Group, LLC

SEC CIK
0001621225
Latest filing
Jul 20, 2026

PDM holding history

Piedmont Realty Trust, 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.

PDM overviewAll 13F holders of PDMFull Q2 2026 holdings

Shares (Q2 2026)
67,908
Value
$621.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PDM by Merit Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202667,908$621.4K<0.1%+470+0.7%AddedHolders
Q1 202667,438$443.1K<0.1%+146+0.2%AddedHolders
Q4 202567,292$561.2K<0.1%+1,356+2.1%AddedHolders
Q3 202565,936$593.4K<0.1%−950−1.4%ReducedHolders
Q2 202566,886$487.6K<0.1%+3,517+5.6%AddedHolders
Q1 202563,369$467.0K<0.1%+211+0.3%AddedHolders
Q4 202463,158$577.9K<0.1%−2,530−3.9%ReducedHolders
Q3 202465,688$663.4K<0.1%+3,743+6.0%AddedHolders
Q2 202461,945$449.1K<0.1%+33+0.1%AddedHolders
Q1 202461,912$427.8K<0.1%+175+0.3%AddedHolders
Q4 202361,737$438.9K<0.1%−4,137−6.3%ReducedHolders
Q3 202365,874$370.2K<0.1%−104−0.2%ReducedHolders
Q2 202365,978$479.7K<0.1%+65+0.1%AddedHolders
Q1 202365,913$481.2K<0.1%00.0%UnchangedHolders
Q4 202265,913$604.4K<0.1%−2,766−4.0%ReducedHolders
Q3 202268,679$725.0K<0.1%+3,011+4.6%AddedHolders
Q2 202265,668$862.0K<0.1%00.0%UnchangedHolders
Q1 202265,668$1.13M0.1%+2,000+3.1%AddedHolders
Q4 202163,668$1.17M0.1%−1,271−2.0%ReducedHolders
Q3 202164,939$1.13M0.1%−370−0.6%ReducedHolders
Q2 202165,309$1.21M0.1%+6,544+11.1%AddedHolders
Q1 202158,765$1.02M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.