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Disclosery

Merit Financial Group, LLC: ADX position timeline

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

Merit Financial Group, LLC held 34,202 ADX 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 34,202 shares
    Change vs previous 13F -2,149 shares

    0.01% of the 13F portfolio, value $873,859.

    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 36,351 shares
    Change vs previous 13F -5,751 shares

    0.01% of the 13F portfolio, value $795,722.

    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 42,102 shares
    Change vs previous 13F -3,925 shares

    0.01% of the 13F portfolio, value $981,821.

    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 46,027 shares
    Change vs previous 13F -8,301 shares

    0.01% of the 13F portfolio, value $1,026,405.

    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 54,328 shares
    Change vs previous 13F +6,198 shares

    0.01% of the 13F portfolio, value $1,179,464.

    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 48,130 shares
    Change vs previous 13F +11,992 shares

    0.01% of the 13F portfolio, value $913,991.

    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 36,138 shares
    Change vs previous 13F -5,354 shares

    0.01% of the 13F portfolio, value $729,995.

    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 41,492 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $894,568.

    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).