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Merit Financial Group, LLC: AN position timeline

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

Merit Financial Group, LLC held 7,697 AN 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 7,697 shares
    Change vs previous 13F +1,214 shares

    0.01% of the 13F portfolio, value $1,430,026.

    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 6,483 shares
    Change vs previous 13F -363 shares

    0.01% of the 13F portfolio, value $1,265,871.

    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 6,846 shares
    Change vs previous 13F -385 shares

    0.01% of the 13F portfolio, value $1,413,561.

    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 7,231 shares
    Change vs previous 13F +961 shares

    0.01% of the 13F portfolio, value $1,581,926.

    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 6,270 shares
    Change vs previous 13F +2,547 shares

    0.01% of the 13F portfolio, value $1,245,536.

    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 3,723 shares
    Change vs previous 13F +2,408 shares

    0.01% of the 13F portfolio, value $602,828.

    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 1,315 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $223,340.

    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).