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Merit Financial Group, LLC: BUFR position timeline

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

Merit Financial Group, LLC held 759,755 BUFR 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 759,755 shares
    Change vs previous 13F +573,709 shares

    0.17% of the 13F portfolio, value $27,753,850.

    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 186,046 shares
    Change vs previous 13F +2,206 shares

    0.05% of the 13F portfolio, value $6,282,773.

    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 183,840 shares
    Change vs previous 13F +98,034 shares

    0.05% of the 13F portfolio, value $6,298,358.

    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 85,806 shares
    Change vs previous 13F +22,544 shares

    0.03% of the 13F portfolio, value $2,867,637.

    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 63,262 shares
    Change vs previous 13F -5,827 shares

    0.02% of the 13F portfolio, value $2,011,732.

    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 69,089 shares
    Change vs previous 13F +20,586 shares

    0.03% of the 13F portfolio, value $2,051,252.

    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 48,503 shares
    Change vs previous 13F +5,363 shares

    0.03% of the 13F portfolio, value $1,477,886.

    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 43,140 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,289,455.

    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).