Merit Financial Group, LLC

SEC CIK: 0001621225
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co 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.

SO overview All 13F holders of SO Full Q2 2026 holdings

Shares (Q2 2026): 114,295
Value: $10.9M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of SO by Merit Financial Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	114,295	$10.9M	0.1%	+11,369+11.0%	Added	Holders
Q1 2026	102,926	$9.93M	0.1%	+10,855+11.8%	Added	Holders
Q4 2025	92,071	$8.03M	0.1%	+2,743+3.1%	Added	Holders
Q3 2025	89,328	$8.47M	0.1%	+5,026+6.0%	Added	Holders
Q2 2025	84,302	$7.74M	0.1%	+12,392+17.2%	Added	Holders
Q1 2025	71,910	$6.61M	0.1%	+11,378+18.8%	Added	Holders
Q4 2024	60,532	$4.98M	0.1%	+18,809+45.1%	Added	Holders
Q3 2024	41,723	$3.76M	0.1%	+817+2.0%	Added	Holders
Q2 2024	40,906	$3.17M	0.1%	−1,994−4.6%	Reduced	Holders
Q1 2024	42,900	$3.25M	0.1%	+2,557+6.3%	Added	Holders
Q4 2023	40,343	$2.83M	0.1%	+5,195+14.8%	Added	Holders
Q3 2023	35,148	$2.27M	0.1%	−4,100−10.4%	Reduced	Holders
Q2 2023	39,248	$2.76M	0.1%	+3,549+9.9%	Added	Holders
Q1 2023	35,699	$2.48M	0.1%	−735−2.0%	Reduced	Holders
Q4 2022	36,434	$2.60M	0.1%	+701+2.0%	Added	Holders
Q3 2022	35,733	$2.43M	0.1%	−3,323−8.5%	Reduced	Holders
Q2 2022	39,056	$2.79M	0.1%	+10,975+39.1%	Added	Holders
Q1 2022	28,081	$2.04M	0.1%	+8,838+45.9%	Added	Holders
Q4 2021	19,243	$1.32M	0.1%	+79+0.4%	Added	Holders
Q3 2021	19,164	$1.19M	0.1%	+180+0.9%	Added	Holders
Q2 2021	18,984	$1.15M	0.1%	+702+3.8%	Added	Holders
Q1 2021	18,282	$1.14M	0.1%	–	–	Holders

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