Merit Financial Group, LLC: APD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Merit Financial Group, LLC on APD, newest first. How the timeline and the estimate are built.
Merit Financial Group, LLC held 5,975 APD shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F/A 5,975 sharesChange vs previous 13F +167 shares
0.01% of the 13F portfolio, value $1,751,738.
13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,808 sharesChange vs previous 13F +858 shares
0.01% of the 13F portfolio, value $1,687,175.
13F-HR 0001621225-26-000005 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,950 sharesChange vs previous 13F -877 shares
0.01% of the 13F portfolio, value $1,222,665.
13F-HR 0001621225-26-000003 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 5,827 sharesChange vs previous 13F +1,094 shares
0.01% of the 13F portfolio, value $1,589,043.
13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,733 sharesChange vs previous 13F +1,909 shares
0.01% of the 13F portfolio, value $1,335,081.
13F-HR 0001621225-25-000006 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,824 sharesChange vs previous 13F +365 shares
0.01% of the 13F portfolio, value $832,980.
13F-HR 0001621225-25-000003 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,459 sharesChange vs previous 13F +1,332 shares
0.01% of the 13F portfolio, value $713,317.
13F-HR 0001621225-25-000002 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,127 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $335,697.
13F-HR 0001621225-24-000007 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).