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Disclosery

Merit Financial Group, LLC: BURL position timeline

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

Merit Financial Group, LLC held 7,134 BURL 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 7,134 shares
    Change vs previous 13F -23 shares

    0.01% of the 13F portfolio, value $2,260,000.

    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 7,157 shares
    Change vs previous 13F +4,431 shares

    0.02% of the 13F portfolio, value $2,328,657.

    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 2,726 shares
    Change vs previous 13F +1,570 shares

    0.01% of the 13F portfolio, value $787,406.

    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 1,156 shares
    Change vs previous 13F -343 shares

    <0.01% of the 13F portfolio, value $294,204.

    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 1,499 shares
    Change vs previous 13F -139 shares

    <0.01% of the 13F portfolio, value $348,727.

    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 1,638 shares
    Change vs previous 13F +456 shares

    0.01% of the 13F portfolio, value $390,385.

    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 1,182 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $336,941.

    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).