Merit Financial Group, LLC: BTX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Merit Financial Group, LLC on BTX, newest first. How the timeline and the estimate are built.
Merit Financial Group, LLC held 35,254 BTX shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F/A 35,254 sharesChange vs previous 13F +1,041 shares
<0.01% of the 13F portfolio, value $318,344.
13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 34,213 sharesChange vs previous 13F +10,664 shares
<0.01% of the 13F portfolio, value $225,806.
13F-HR 0001621225-26-000005 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 23,549 sharesChange vs previous 13F +11,643 shares
<0.01% of the 13F portfolio, value $155,188.
13F-HR 0001621225-26-000003 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 11,906 sharesChange vs previous 13F -1,634 shares
<0.01% of the 13F portfolio, value $79,770.
13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,540 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $99,384.
13F-HR 0001621225-25-000006 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).