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Merit Financial Group, LLC: BAI position timeline

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

Merit Financial Group, LLC held 2,249,238 BAI 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 2,249,238 shares
    Change vs previous 13F -268,077 shares

    0.74% of the 13F portfolio, value $118,579,835.

    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 2,517,315 shares
    Change vs previous 13F +350,042 shares

    0.62% of the 13F portfolio, value $82,945,553.

    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 2,167,273 shares
    Change vs previous 13F +507,577 shares

    0.58% of the 13F portfolio, value $72,170,216.

    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 1,659,696 shares
    Change vs previous 13F +1,001,129 shares

    0.52% of the 13F portfolio, value $56,695,217.

    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 658,567 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $18,999,646.

    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).