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Disclosery

Merit Financial Group, LLC: BX position timeline

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

Merit Financial Group, LLC held 56,500 BX 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 56,500 shares
    Change vs previous 13F +487 shares

    0.04% of the 13F portfolio, value $6,648,361.

    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 56,013 shares
    Change vs previous 13F +479 shares

    0.05% of the 13F portfolio, value $6,440,828.

    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 55,534 shares
    Change vs previous 13F +11,422 shares

    0.07% of the 13F portfolio, value $8,560,070.

    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 44,112 shares
    Change vs previous 13F -4,686 shares

    0.07% of the 13F portfolio, value $7,536,539.

    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 48,798 shares
    Change vs previous 13F +11,461 shares

    0.08% of the 13F portfolio, value $7,299,195.

    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 37,337 shares
    Change vs previous 13F +4,285 shares

    0.08% of the 13F portfolio, value $5,218,943.

    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 33,052 shares
    Change vs previous 13F +20,188 shares

    0.1% of the 13F portfolio, value $5,698,873.

    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 12,864 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,969,939.

    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).