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Merit Financial Group, LLC: AVDV position timeline

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

Merit Financial Group, LLC held 78,655 AVDV 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 78,655 shares
    Change vs previous 13F -2,802 shares

    0.05% of the 13F portfolio, value $8,105,374.

    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 81,457 shares
    Change vs previous 13F +9,253 shares

    0.06% of the 13F portfolio, value $8,134,307.

    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 72,204 shares
    Change vs previous 13F -4,295 shares

    0.05% of the 13F portfolio, value $6,785,034.

    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 76,499 shares
    Change vs previous 13F -33,692 shares

    0.06% of the 13F portfolio, value $6,810,708.

    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 110,191 shares
    Change vs previous 13F -861,210 shares

    0.1% of the 13F portfolio, value $8,735,961.

    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 971,401 shares
    Change vs previous 13F +81,811 shares

    1.02% of the 13F portfolio, value $67,745,486.

    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 889,590 shares
    Change vs previous 13F +63,108 shares

    1.04% of the 13F portfolio, value $57,894,496.

    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 826,482 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $58,407,473.

    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).