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Merit Financial Group, LLC: AGG position timeline

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

Merit Financial Group, LLC held 181,117 AGG 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 181,117 shares
    Change vs previous 13F +7,541 shares

    0.11% of the 13F portfolio, value $17,926,956.

    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 173,576 shares
    Change vs previous 13F -3,201 shares

    0.13% of the 13F portfolio, value $17,230,845.

    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 176,777 shares
    Change vs previous 13F +76,494 shares

    0.14% of the 13F portfolio, value $17,656,509.

    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 100,283 shares
    Change vs previous 13F +13,805 shares

    0.09% of the 13F portfolio, value $10,053,362.

    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 86,478 shares
    Change vs previous 13F +18,642 shares

    0.1% of the 13F portfolio, value $8,578,599.

    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 67,836 shares
    Change vs previous 13F +31,106 shares

    0.1% of the 13F portfolio, value $6,710,340.

    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 36,730 shares
    Change vs previous 13F +19,800 shares

    0.06% of the 13F portfolio, value $3,559,098.

    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 16,930 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,714,461.

    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).