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Disclosery

Merit Financial Group, LLC: BALT position timeline

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

Merit Financial Group, LLC held 101,900 BALT 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 101,900 shares
    Change vs previous 13F +29,723 shares

    0.02% of the 13F portfolio, value $3,492,113.

    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 72,177 shares
    Change vs previous 13F +2,678 shares

    0.02% of the 13F portfolio, value $2,415,404.

    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 69,499 shares
    Change vs previous 13F -41,983 shares

    0.02% of the 13F portfolio, value $2,328,911.

    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 111,482 shares
    Change vs previous 13F -8,778 shares

    0.03% of the 13F portfolio, value $3,658,839.

    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 120,260 shares
    Change vs previous 13F +96,881 shares

    0.04% of the 13F portfolio, value $3,857,941.

    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 23,379 shares
    Change vs previous 13F -422 shares

    0.01% of the 13F portfolio, value $733,633.

    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 23,801 shares
    Change vs previous 13F +58 shares

    0.01% of the 13F portfolio, value $747,827.

    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 23,743 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $731,997.

    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).