Skip to content
Disclosery

Merit Financial Group, LLC: BRK-B position timeline

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

Merit Financial Group, LLC held 142,576 BRK-B 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 142,576 shares
    Change vs previous 13F +15,271 shares

    0.44% of the 13F portfolio, value $71,343,521.

    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 127,305 shares
    Change vs previous 13F +1,377 shares

    0.45% of the 13F portfolio, value $61,004,193.

    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 125,928 shares
    Change vs previous 13F +6,364 shares

    0.51% of the 13F portfolio, value $63,297,126.

    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 119,564 shares
    Change vs previous 13F +7,620 shares

    0.55% of the 13F portfolio, value $60,109,416.

    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 111,944 shares
    Change vs previous 13F +21,107 shares

    0.61% of the 13F portfolio, value $54,379,215.

    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 90,837 shares
    Change vs previous 13F +8,308 shares

    0.73% of the 13F portfolio, value $48,378,170.

    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 82,529 shares
    Change vs previous 13F +5,613 shares

    0.67% of the 13F portfolio, value $37,408,550.

    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 76,916 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $35,401,277.

    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).