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Disclosery

Merit Financial Group, LLC: ACWI position timeline

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

Merit Financial Group, LLC held 8,753 ACWI 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 8,753 shares
    Change vs previous 13F -1,504 shares

    0.01% of the 13F portfolio, value $1,373,886.

    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 10,257 shares
    Change vs previous 13F -480 shares

    0.01% of the 13F portfolio, value $1,419,306.

    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 10,737 shares
    Change vs previous 13F +776 shares

    0.01% of the 13F portfolio, value $1,519,119.

    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 9,961 shares
    Change vs previous 13F -8 shares

    0.01% of the 13F portfolio, value $1,376,991.

    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 9,969 shares
    Change vs previous 13F +2,201 shares

    0.01% of the 13F portfolio, value $1,281,997.

    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 7,768 shares
    Change vs previous 13F +229 shares

    0.01% of the 13F portfolio, value $904,133.

    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 7,539 shares
    Change vs previous 13F +112 shares

    0.02% of the 13F portfolio, value $885,848.

    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 7,427 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $887,864.

    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).