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Merit Financial Group, LLC: ADP position timeline

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

Merit Financial Group, LLC held 41,514 ADP 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 41,514 shares
    Change vs previous 13F +5,305 shares

    0.06% of the 13F portfolio, value $9,297,251.

    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 36,209 shares
    Change vs previous 13F +11,087 shares

    0.05% of the 13F portfolio, value $7,357,184.

    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 25,122 shares
    Change vs previous 13F +5,919 shares

    0.05% of the 13F portfolio, value $6,462,419.

    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 19,203 shares
    Change vs previous 13F -1,056 shares

    0.05% of the 13F portfolio, value $5,636,474.

    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 20,259 shares
    Change vs previous 13F +2,811 shares

    0.07% of the 13F portfolio, value $6,247,841.

    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 17,448 shares
    Change vs previous 13F +2,371 shares

    0.08% of the 13F portfolio, value $5,330,968.

    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 15,077 shares
    Change vs previous 13F +2,775 shares

    0.08% of the 13F portfolio, value $4,413,483.

    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 12,302 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,404,397.

    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).