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Disclosery

Merit Financial Group, LLC: BIL position timeline

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

Merit Financial Group, LLC held 677,106 BIL 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 677,106 shares
    Change vs previous 13F +159,555 shares

    0.39% of the 13F portfolio, value $62,049,993.

    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 517,551 shares
    Change vs previous 13F +194,824 shares

    0.35% of the 13F portfolio, value $47,428,343.

    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 322,727 shares
    Change vs previous 13F -73,700 shares

    0.24% of the 13F portfolio, value $29,490,792.

    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 396,427 shares
    Change vs previous 13F +331,413 shares

    0.33% of the 13F portfolio, value $36,372,207.

    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 65,014 shares
    Change vs previous 13F +34,062 shares

    0.07% of the 13F portfolio, value $5,963,712.

    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 30,952 shares
    Change vs previous 13F +10,638 shares

    0.04% of the 13F portfolio, value $2,839,234.

    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 20,314 shares
    Change vs previous 13F +3,769 shares

    0.03% of the 13F portfolio, value $1,857,316.

    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 16,545 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,518,953.

    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).