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Merit Financial Group, LLC: BTI position timeline

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

Merit Financial Group, LLC held 22,513 BTI 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 22,513 shares
    Change vs previous 13F +521 shares

    0.01% of the 13F portfolio, value $1,390,355.

    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 21,992 shares
    Change vs previous 13F +3,334 shares

    0.01% of the 13F portfolio, value $1,285,922.

    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 18,658 shares
    Change vs previous 13F -1,450 shares

    0.01% of the 13F portfolio, value $1,056,414.

    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 20,108 shares
    Change vs previous 13F -293 shares

    0.01% of the 13F portfolio, value $1,067,363.

    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 20,401 shares
    Change vs previous 13F +8,907 shares

    0.01% of the 13F portfolio, value $965,599.

    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 11,494 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $475,506.

    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).