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Disclosery

Merit Financial Group, LLC: BWA position timeline

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

Merit Financial Group, LLC held 53,000 BWA 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 53,000 shares
    Change vs previous 13F +590 shares

    0.02% of the 13F portfolio, value $3,519,244.

    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 52,410 shares
    Change vs previous 13F +1,830 shares

    0.02% of the 13F portfolio, value $2,843,773.

    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 50,580 shares
    Change vs previous 13F +6,186 shares

    0.02% of the 13F portfolio, value $2,279,136.

    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 44,394 shares
    Change vs previous 13F +18,748 shares

    0.02% of the 13F portfolio, value $1,951,582.

    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 25,646 shares
    Change vs previous 13F +14,991 shares

    0.01% of the 13F portfolio, value $858,639.

    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 10,655 shares
    Change vs previous 13F -7,543 shares

    <0.01% of the 13F portfolio, value $305,271.

    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 18,198 shares
    Change vs previous 13F +4,537 shares

    0.01% of the 13F portfolio, value $578,522.

    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 13,661 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $495,758.

    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).