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Merit Financial Group, LLC: BTT position timeline

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

Merit Financial Group, LLC held 441,028 BTT 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 441,028 shares
    Change vs previous 13F -1,560 shares

    0.06% of the 13F portfolio, value $10,033,382.

    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 442,588 shares
    Change vs previous 13F -18,486 shares

    0.07% of the 13F portfolio, value $10,046,749.

    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 461,074 shares
    Change vs previous 13F -9,956 shares

    0.08% of the 13F portfolio, value $10,521,709.

    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 471,030 shares
    Change vs previous 13F -10 shares

    0.1% of the 13F portfolio, value $10,579,334.

    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 471,040 shares
    Change vs previous 13F -4,094 shares

    0.12% of the 13F portfolio, value $10,311,066.

    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 475,134 shares
    Change vs previous 13F -1,900 shares

    0.15% of the 13F portfolio, value $10,087,095.

    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 477,034 shares
    Change vs previous 13F -3,749 shares

    0.18% of the 13F portfolio, value $9,822,130.

    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 480,783 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $10,394,527.

    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).