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Disclosery

Merit Financial Group, LLC: BIV position timeline

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

Merit Financial Group, LLC held 116,217 BIV 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 116,217 shares
    Change vs previous 13F +7,376 shares

    0.06% of the 13F portfolio, value $8,913,853.

    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 108,841 shares
    Change vs previous 13F +8,072 shares

    0.06% of the 13F portfolio, value $8,400,337.

    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 100,769 shares
    Change vs previous 13F -37,247 shares

    0.06% of the 13F portfolio, value $7,847,909.

    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 138,016 shares
    Change vs previous 13F -26,543 shares

    0.1% of the 13F portfolio, value $10,777,636.

    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 164,559 shares
    Change vs previous 13F +81,391 shares

    0.14% of the 13F portfolio, value $12,726,997.

    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 83,168 shares
    Change vs previous 13F +28,488 shares

    0.1% of the 13F portfolio, value $6,368,188.

    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 54,680 shares
    Change vs previous 13F +14,147 shares

    0.07% of the 13F portfolio, value $4,086,216.

    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 40,533 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,176,536.

    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).