Skip to content
Disclosery

Merit Financial Group, LLC: DBEF position timeline

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

Merit Financial Group, LLC held 198,679 DBEF 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 198,679 shares
    Change vs previous 13F -77,744 shares

    0.07% of the 13F portfolio, value $10,853,853.

    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 276,423 shares
    Change vs previous 13F +21,239 shares

    0.1% of the 13F portfolio, value $13,655,312.

    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 255,184 shares
    Change vs previous 13F +183,247 shares

    0.1% of the 13F portfolio, value $12,276,892.

    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 71,937 shares
    Change vs previous 13F -172 shares

    0.03% of the 13F portfolio, value $3,339,331.

    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 72,109 shares
    Change vs previous 13F +1,397 shares

    0.04% of the 13F portfolio, value $3,154,772.

    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 70,712 shares
    Change vs previous 13F -11,343 shares

    0.05% of the 13F portfolio, value $3,061,825.

    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 82,055 shares
    Change vs previous 13F +525 shares

    0.06% of the 13F portfolio, value $3,397,073.

    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 81,530 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,425,891.

    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).