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Disclosery

Merit Financial Group, LLC: ATO position timeline

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

Merit Financial Group, LLC held 36,434 ATO 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 36,434 shares
    Change vs previous 13F +2,929 shares

    0.04% of the 13F portfolio, value $6,276,388.

    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 33,505 shares
    Change vs previous 13F +6,460 shares

    0.05% of the 13F portfolio, value $6,189,040.

    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 27,045 shares
    Change vs previous 13F +481 shares

    0.04% of the 13F portfolio, value $4,533,482.

    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 26,564 shares
    Change vs previous 13F -1,032 shares

    0.04% of the 13F portfolio, value $4,535,743.

    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 27,596 shares
    Change vs previous 13F +22,982 shares

    0.05% of the 13F portfolio, value $4,252,809.

    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 4,614 shares
    Change vs previous 13F +459 shares

    0.01% of the 13F portfolio, value $713,279.

    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 4,155 shares
    Change vs previous 13F +1,082 shares

    0.01% of the 13F portfolio, value $578,669.

    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 3,073 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $426,245.

    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).