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Merit Financial Group, LLC Last Quarter Change: USA Other Stocks, Reduced

Merit Financial Group, LLC quarter change: USA Other Stocks, Reduced

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Merit Financial Group, LLC opened 3 positions, added to 4, reduced 2, sold out of 3 and left 1 unchanged. The largest increase in value was BERKSHIRE HATHAWAY INC DEL (+$644,910); the largest decrease was CARNIVAL CORP (-$2,494,883).

  • PSQ HOLDINGS INC: Country of operation United States; Class CL A; Shares 2026-03-31 94,005; Shares 2026-06-30 93,805.
  • BEYOND MEAT INC: Country of operation United States; Class COM; Shares 2026-03-31 76,598; Shares 2026-06-30 63,506.

Two Form 13F-HR filings compared (SEC CIK 1621225): 2026-03-31 (filed 2026-04-15) and 2026-06-30 (filed 2026-07-20). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
PSQ HOLDINGS INC
CUSIP 693691107
United StatesCL A94,00593,805-200$49,823$37,785-$12,038
BEYOND MEAT INC
CUSIP 08862E109
United StatesCOM76,59863,506-13,092$53,741$47,629-$6,112

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