Skip to content
Disclosery

Merit Financial Group, LLC: AXP position timeline

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

Merit Financial Group, LLC held 47,284 AXP 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 47,284 shares
    Change vs previous 13F +351 shares

    0.1% of the 13F portfolio, value $15,994,189.

    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 46,933 shares
    Change vs previous 13F +3,662 shares

    0.11% of the 13F portfolio, value $14,196,280.

    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 43,271 shares
    Change vs previous 13F +5,839 shares

    0.13% of the 13F portfolio, value $16,007,905.

    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 37,432 shares
    Change vs previous 13F +35 shares

    0.11% of the 13F portfolio, value $12,433,434.

    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 37,397 shares
    Change vs previous 13F +16,581 shares

    0.13% of the 13F portfolio, value $11,928,929.

    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 20,816 shares
    Change vs previous 13F +2,819 shares

    0.08% of the 13F portfolio, value $5,600,674.

    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 17,997 shares
    Change vs previous 13F +3,875 shares

    0.1% of the 13F portfolio, value $5,341,398.

    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 14,122 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,829,891.

    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).