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Disclosery

Merit Financial Group, LLC: CI position timeline

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

Merit Financial Group, LLC held 12,075 CI 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 12,075 shares
    Change vs previous 13F -1,582 shares

    0.02% of the 13F portfolio, value $3,328,871.

    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 13,657 shares
    Change vs previous 13F +6,349 shares

    0.03% of the 13F portfolio, value $3,643,053.

    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 7,308 shares
    Change vs previous 13F +2,563 shares

    0.02% of the 13F portfolio, value $2,011,220.

    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 4,745 shares
    Change vs previous 13F -2,423 shares

    0.01% of the 13F portfolio, value $1,367,622.

    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 7,168 shares
    Change vs previous 13F +1,670 shares

    0.03% of the 13F portfolio, value $2,369,593.

    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 5,498 shares
    Change vs previous 13F +3,165 shares

    0.03% of the 13F portfolio, value $1,809,001.

    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 2,333 shares
    Change vs previous 13F +316 shares

    0.01% of the 13F portfolio, value $644,236.

    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 2,017 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $698,926.

    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).