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Disclosery

Merit Financial Group, LLC: DFAI position timeline

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

Merit Financial Group, LLC held 74,641 DFAI 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 74,641 shares
    Change vs previous 13F -3,296 shares

    0.02% of the 13F portfolio, value $3,078,968.

    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 77,937 shares
    Change vs previous 13F -2,707 shares

    0.02% of the 13F portfolio, value $3,036,425.

    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 80,644 shares
    Change vs previous 13F -143,600 shares

    0.02% of the 13F portfolio, value $3,073,326.

    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 224,244 shares
    Change vs previous 13F +75,462 shares

    0.07% of the 13F portfolio, value $8,151,276.

    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 148,782 shares
    Change vs previous 13F -13,063 shares

    0.06% of the 13F portfolio, value $5,143,406.

    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 161,845 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,054,433.

    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).