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Disclosery

Merit Financial Group, LLC: AVY position timeline

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

Merit Financial Group, LLC held 21,732 AVY 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 21,732 shares
    Change vs previous 13F +18,146 shares

    0.02% of the 13F portfolio, value $3,528,151.

    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 3,586 shares
    Change vs previous 13F -287 shares

    <0.01% of the 13F portfolio, value $619,240.

    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 3,873 shares
    Change vs previous 13F +716 shares

    0.01% of the 13F portfolio, value $704,528.

    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 3,157 shares
    Change vs previous 13F -855 shares

    <0.01% of the 13F portfolio, value $511,983.

    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 4,012 shares
    Change vs previous 13F +2,455 shares

    0.01% of the 13F portfolio, value $703,999.

    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 1,557 shares
    Change vs previous 13F +473 shares

    <0.01% of the 13F portfolio, value $277,106.

    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 1,084 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $202,858.

    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).