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Merit Financial Group, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Merit Financial Group, LLC on AAPL, newest first. How the timeline and the estimate are built.

Merit Financial Group, LLC held 1,219,742 AAPL shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,219,742 shares
    Change vs previous 13F +234,561 shares

    2.19% of the 13F portfolio, value $352,944,950.

    13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 985,181 shares
    Change vs previous 13F +82,187 shares

    1.86% of the 13F portfolio, value $250,029,023.

    13F-HR 0001621225-26-000005 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 902,994 shares
    Change vs previous 13F +121,324 shares

    1.97% of the 13F portfolio, value $245,488,085.

    13F-HR 0001621225-26-000003 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 781,670 shares
    Change vs previous 13F +45,789 shares

    1.83% of the 13F portfolio, value $199,036,592.

    13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 735,881 shares
    Change vs previous 13F +66,014 shares

    1.68% of the 13F portfolio, value $150,980,668.

    13F-HR 0001621225-25-000006 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 669,867 shares
    Change vs previous 13F +57,835 shares

    2.23% of the 13F portfolio, value $148,797,609.

    13F-HR 0001621225-25-000003 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 612,032 shares
    Change vs previous 13F +109,741 shares

    2.76% of the 13F portfolio, value $153,264,992.

    13F-HR 0001621225-25-000002 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 502,291 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $117,033,878.

    13F-HR 0001621225-24-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).