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Disclosery

Merit Financial Group, LLC: BEN position timeline

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

Merit Financial Group, LLC held 81,520 BEN 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 81,520 shares
    Change vs previous 13F +5,387 shares

    0.02% of the 13F portfolio, value $2,712,162.

    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 76,133 shares
    Change vs previous 13F +1,117 shares

    0.01% of the 13F portfolio, value $1,798,272.

    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 75,016 shares
    Change vs previous 13F +31,856 shares

    0.01% of the 13F portfolio, value $1,792,135.

    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 43,160 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $998,292.

    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).