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Merit Financial Group, LLC: COST position timeline

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

Merit Financial Group, LLC held 44,872 COST 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 44,872 shares
    Change vs previous 13F +2,845 shares

    0.26% of the 13F portfolio, value $41,976,889.

    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 42,027 shares
    Change vs previous 13F +6,858 shares

    0.31% of the 13F portfolio, value $41,877,839.

    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 35,169 shares
    Change vs previous 13F +2,445 shares

    0.24% of the 13F portfolio, value $30,327,976.

    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 32,724 shares
    Change vs previous 13F +516 shares

    0.28% of the 13F portfolio, value $30,290,549.

    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 32,208 shares
    Change vs previous 13F +10,616 shares

    0.36% of the 13F portfolio, value $31,883,754.

    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 21,592 shares
    Change vs previous 13F +2,750 shares

    0.31% of the 13F portfolio, value $20,421,359.

    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 18,842 shares
    Change vs previous 13F +2,912 shares

    0.31% of the 13F portfolio, value $17,264,089.

    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 15,930 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $14,121,952.

    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).