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Merit Financial Group, LLC: AVUV position timeline

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

Merit Financial Group, LLC held 195,616 AVUV 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 195,616 shares
    Change vs previous 13F +59,883 shares

    0.15% of the 13F portfolio, value $24,405,015.

    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 135,733 shares
    Change vs previous 13F +30,508 shares

    0.11% of the 13F portfolio, value $14,994,397.

    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 105,225 shares
    Change vs previous 13F +90,028 shares

    0.09% of the 13F portfolio, value $10,730,795.

    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 15,197 shares
    Change vs previous 13F -6,064 shares

    0.01% of the 13F portfolio, value $1,512,532.

    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 21,261 shares
    Change vs previous 13F -6,400 shares

    0.02% of the 13F portfolio, value $1,936,911.

    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 27,661 shares
    Change vs previous 13F -39,542 shares

    0.04% of the 13F portfolio, value $2,411,177.

    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 67,203 shares
    Change vs previous 13F +754 shares

    0.12% of the 13F portfolio, value $6,487,124.

    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 66,449 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,375,823.

    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).