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Disclosery

Merit Financial Group, LLC: DE position timeline

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

Merit Financial Group, LLC held 13,394 DE 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 13,394 shares
    Change vs previous 13F -549 shares

    0.05% of the 13F portfolio, value $8,495,897.

    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 13,943 shares
    Change vs previous 13F +647 shares

    0.06% of the 13F portfolio, value $7,854,668.

    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 13,296 shares
    Change vs previous 13F +3,501 shares

    0.05% of the 13F portfolio, value $6,190,832.

    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 9,795 shares
    Change vs previous 13F +301 shares

    0.04% of the 13F portfolio, value $4,479,218.

    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 9,494 shares
    Change vs previous 13F +566 shares

    0.05% of the 13F portfolio, value $4,827,795.

    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 8,928 shares
    Change vs previous 13F +464 shares

    0.06% of the 13F portfolio, value $4,190,559.

    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 8,464 shares
    Change vs previous 13F +890 shares

    0.06% of the 13F portfolio, value $3,586,174.

    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 7,574 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,160,995.

    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).