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Merit Financial Group, LLC: AJG position timeline

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

Merit Financial Group, LLC held 9,034 AJG 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 9,034 shares
    Change vs previous 13F +1,214 shares

    0.01% of the 13F portfolio, value $2,073,788.

    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 7,820 shares
    Change vs previous 13F +245 shares

    0.01% of the 13F portfolio, value $1,693,679.

    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 7,575 shares
    Change vs previous 13F -461 shares

    0.02% of the 13F portfolio, value $1,960,091.

    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 8,036 shares
    Change vs previous 13F -4,495 shares

    0.02% of the 13F portfolio, value $2,489,293.

    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 12,531 shares
    Change vs previous 13F +4,047 shares

    0.04% of the 13F portfolio, value $4,011,456.

    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 8,484 shares
    Change vs previous 13F +537 shares

    0.04% of the 13F portfolio, value $2,928,915.

    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 7,947 shares
    Change vs previous 13F +2,384 shares

    0.04% of the 13F portfolio, value $2,255,663.

    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 5,563 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,565,217.

    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).