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Merit Financial Group, LLC: AVEM position timeline

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

Merit Financial Group, LLC held 94,385 AVEM 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 94,385 shares
    Change vs previous 13F +2,242 shares

    0.06% of the 13F portfolio, value $9,107,196.

    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 92,143 shares
    Change vs previous 13F -21,369 shares

    0.06% of the 13F portfolio, value $7,424,878.

    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 113,512 shares
    Change vs previous 13F -33,373 shares

    0.07% of the 13F portfolio, value $8,742,722.

    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 146,885 shares
    Change vs previous 13F -24,711 shares

    0.1% of the 13F portfolio, value $11,032,562.

    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 171,596 shares
    Change vs previous 13F -693,484 shares

    0.13% of the 13F portfolio, value $11,761,206.

    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 865,080 shares
    Change vs previous 13F +151,556 shares

    0.78% of the 13F portfolio, value $52,051,858.

    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 713,524 shares
    Change vs previous 13F +591,800 shares

    0.75% of the 13F portfolio, value $41,948,049.

    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 121,724 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $7,863,355.

    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).