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Disclosery

Merit Financial Group, LLC: AEP position timeline

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

Merit Financial Group, LLC held 77,844 AEP 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 77,844 shares
    Change vs previous 13F +517 shares

    0.07% of the 13F portfolio, value $10,649,925.

    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 77,327 shares
    Change vs previous 13F +13,801 shares

    0.08% of the 13F portfolio, value $10,136,107.

    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 63,526 shares
    Change vs previous 13F +9,532 shares

    0.06% of the 13F portfolio, value $7,325,283.

    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 53,994 shares
    Change vs previous 13F +3,699 shares

    0.06% of the 13F portfolio, value $6,074,312.

    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 50,295 shares
    Change vs previous 13F +34,143 shares

    0.06% of the 13F portfolio, value $5,218,610.

    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 16,152 shares
    Change vs previous 13F +2,438 shares

    0.03% of the 13F portfolio, value $1,764,966.

    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 13,714 shares
    Change vs previous 13F +7,918 shares

    0.02% of the 13F portfolio, value $1,264,824.

    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 5,796 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $594,623.

    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).