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Merit Financial Group, LLC: APUE position timeline

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

Merit Financial Group, LLC held 12,658 APUE 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 12,658 shares
    Change vs previous 13F -780 shares

    <0.01% of the 13F portfolio, value $584,799.

    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 13,438 shares
    Change vs previous 13F -2,281 shares

    <0.01% of the 13F portfolio, value $538,595.

    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 15,719 shares
    Change vs previous 13F -1,165 shares

    0.01% of the 13F portfolio, value $655,010.

    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 16,884 shares
    Change vs previous 13F -51,375 shares

    0.01% of the 13F portfolio, value $688,530.

    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 68,259 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,566,811.

    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).