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Disclosery

Merit Financial Group, LLC: BGB position timeline

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

Merit Financial Group, LLC held 161,119 BGB 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 161,119 shares
    Change vs previous 13F -9,249 shares

    0.01% of the 13F portfolio, value $1,820,645.

    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 170,368 shares
    Change vs previous 13F +2,397 shares

    0.01% of the 13F portfolio, value $1,899,605.

    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 167,971 shares
    Change vs previous 13F -8,921 shares

    0.02% of the 13F portfolio, value $1,978,699.

    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 176,892 shares
    Change vs previous 13F -23,511 shares

    0.02% of the 13F portfolio, value $2,152,771.

    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 200,403 shares
    Change vs previous 13F -10,339 shares

    0.03% of the 13F portfolio, value $2,428,886.

    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 210,742 shares
    Change vs previous 13F -134 shares

    0.04% of the 13F portfolio, value $2,545,766.

    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 210,876 shares
    Change vs previous 13F -19,615 shares

    0.05% of the 13F portfolio, value $2,579,009.

    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 230,491 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,839,644.

    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).