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Disclosery

Merit Financial Group, LLC: BSV position timeline

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

Merit Financial Group, LLC held 84,175 BSV 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 84,175 shares
    Change vs previous 13F -8,944 shares

    0.04% of the 13F portfolio, value $6,558,087.

    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 93,119 shares
    Change vs previous 13F +11,176 shares

    0.05% of the 13F portfolio, value $7,301,422.

    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 81,943 shares
    Change vs previous 13F -1,080 shares

    0.05% of the 13F portfolio, value $6,457,926.

    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 83,023 shares
    Change vs previous 13F -5,080 shares

    0.06% of the 13F portfolio, value $6,551,369.

    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 88,103 shares
    Change vs previous 13F -23,814 shares

    0.08% of the 13F portfolio, value $6,933,739.

    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 111,917 shares
    Change vs previous 13F +87,144 shares

    0.13% of the 13F portfolio, value $8,760,856.

    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 24,773 shares
    Change vs previous 13F +12,144 shares

    0.03% of the 13F portfolio, value $1,914,179.

    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 12,629 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $993,800.

    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).