Skip to content
Disclosery

Merit Financial Group, LLC: D position timeline

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

Merit Financial Group, LLC held 85,331 D 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 85,331 shares
    Change vs previous 13F +51,001 shares

    0.04% of the 13F portfolio, value $5,827,252.

    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 34,330 shares
    Change vs previous 13F +4,704 shares

    0.02% of the 13F portfolio, value $2,122,273.

    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 29,626 shares
    Change vs previous 13F +608 shares

    0.01% of the 13F portfolio, value $1,735,762.

    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 29,018 shares
    Change vs previous 13F +9,049 shares

    0.02% of the 13F portfolio, value $1,775,055.

    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 19,969 shares
    Change vs previous 13F +4,540 shares

    0.01% of the 13F portfolio, value $1,128,665.

    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 15,429 shares
    Change vs previous 13F +3,213 shares

    0.01% of the 13F portfolio, value $865,109.

    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 12,216 shares
    Change vs previous 13F +2,175 shares

    0.01% of the 13F portfolio, value $657,970.

    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 10,041 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $580,241.

    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).