Skip to content
Disclosery

Merit Financial Group, LLC: BKDV position timeline

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

Merit Financial Group, LLC held 244,967 BKDV 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 244,967 shares
    Change vs previous 13F +826 shares

    0.05% of the 13F portfolio, value $8,203,951.

    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 244,141 shares
    Change vs previous 13F +5,573 shares

    0.05% of the 13F portfolio, value $7,241,228.

    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 238,568 shares
    Change vs previous 13F +5,004 shares

    0.06% of the 13F portfolio, value $6,923,243.

    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 233,564 shares
    Change vs previous 13F +12,883 shares

    0.06% of the 13F portfolio, value $6,493,079.

    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 220,681 shares
    Change vs previous 13F +25,856 shares

    0.07% of the 13F portfolio, value $5,872,321.

    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 194,825 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,927,124.

    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).