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Merit Financial Group, LLC: AVGO position timeline

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

Merit Financial Group, LLC held 307,472 AVGO 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 307,472 shares
    Change vs previous 13F +23,779 shares

    0.72% of the 13F portfolio, value $116,146,740.

    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 283,693 shares
    Change vs previous 13F +31,684 shares

    0.65% of the 13F portfolio, value $87,805,883.

    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 252,009 shares
    Change vs previous 13F +42,345 shares

    0.7% of the 13F portfolio, value $87,220,160.

    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 209,664 shares
    Change vs previous 13F +3,835 shares

    0.64% of the 13F portfolio, value $69,170,212.

    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 205,829 shares
    Change vs previous 13F +77,265 shares

    0.63% of the 13F portfolio, value $56,736,819.

    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 128,564 shares
    Change vs previous 13F +17,326 shares

    0.32% of the 13F portfolio, value $21,525,483.

    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 111,238 shares
    Change vs previous 13F +49,183 shares

    0.46% of the 13F portfolio, value $25,789,517.

    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 62,055 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $10,704,468.

    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).