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Disclosery

Merit Financial Group, LLC: BDX position timeline

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

Merit Financial Group, LLC held 11,930 BDX 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 11,930 shares
    Change vs previous 13F -2,762 shares

    0.01% of the 13F portfolio, value $1,805,409.

    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 14,692 shares
    Change vs previous 13F -470 shares

    0.02% of the 13F portfolio, value $2,310,120.

    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 15,162 shares
    Change vs previous 13F +4,204 shares

    0.02% of the 13F portfolio, value $2,942,644.

    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 10,958 shares
    Change vs previous 13F +2,435 shares

    0.02% of the 13F portfolio, value $2,050,987.

    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 8,523 shares
    Change vs previous 13F +2,677 shares

    0.02% of the 13F portfolio, value $1,468,068.

    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 5,846 shares
    Change vs previous 13F +2,058 shares

    0.02% of the 13F portfolio, value $1,339,138.

    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 3,788 shares
    Change vs previous 13F +1,872 shares

    0.02% of the 13F portfolio, value $859,489.

    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 1,916 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $461,871.

    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).