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Merit Financial Group, LLC: ASB position timeline

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

Merit Financial Group, LLC held 20,532 ASB 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 20,532 shares
    Change vs previous 13F +4,819 shares

    <0.01% of the 13F portfolio, value $631,769.

    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 15,713 shares
    Change vs previous 13F -563 shares

    <0.01% of the 13F portfolio, value $406,348.

    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 16,276 shares
    Change vs previous 13F +1,740 shares

    <0.01% of the 13F portfolio, value $419,263.

    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 14,536 shares
    Change vs previous 13F +2,168 shares

    <0.01% of the 13F portfolio, value $373,730.

    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 12,368 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $301,666.

    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).