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Merit Financial Group, LLC: BND position timeline

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

Merit Financial Group, LLC held 1,249,034 BND 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 1,249,034 shares
    Change vs previous 13F +201,851 shares

    0.57% of the 13F portfolio, value $91,691,569.

    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 1,047,183 shares
    Change vs previous 13F +31,327 shares

    0.57% of the 13F portfolio, value $77,114,583.

    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 1,015,856 shares
    Change vs previous 13F -20,753 shares

    0.6% of the 13F portfolio, value $75,244,456.

    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 1,036,609 shares
    Change vs previous 13F +125,736 shares

    0.71% of the 13F portfolio, value $77,092,569.

    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 910,873 shares
    Change vs previous 13F +13,505 shares

    0.75% of the 13F portfolio, value $67,067,604.

    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 897,368 shares
    Change vs previous 13F +568,399 shares

    0.99% of the 13F portfolio, value $65,911,675.

    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 328,969 shares
    Change vs previous 13F +87,175 shares

    0.43% of the 13F portfolio, value $23,656,125.

    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 241,794 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $18,161,180.

    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).