Skip to content
Disclosery

Merit Financial Group, LLC: BNY position timeline

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

Merit Financial Group, LLC held 85,470 BNY 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 85,470 shares
    Change vs previous 13F +2,924 shares

    0.08% of the 13F portfolio, value $12,359,763.

    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 82,546 shares
    Change vs previous 13F +11,330 shares

    0.07% of the 13F portfolio, value $9,792,519.

    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 71,216 shares
    Change vs previous 13F +8,265 shares

    0.07% of the 13F portfolio, value $8,267,540.

    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 62,951 shares
    Change vs previous 13F +1,696 shares

    0.06% of the 13F portfolio, value $6,859,234.

    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 61,255 shares
    Change vs previous 13F +47,959 shares

    0.06% of the 13F portfolio, value $5,580,969.

    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 13,296 shares
    Change vs previous 13F +6,262 shares

    0.02% of the 13F portfolio, value $1,115,098.

    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 7,034 shares
    Change vs previous 13F +4,030 shares

    0.01% of the 13F portfolio, value $540,446.

    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 3,004 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $215,867.

    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).