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Disclosery

Merit Financial Group, LLC: DFAS position timeline

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

Merit Financial Group, LLC held 42,450 DFAS 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 42,450 shares
    Change vs previous 13F -10,758 shares

    0.02% of the 13F portfolio, value $3,495,397.

    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 53,208 shares
    Change vs previous 13F -2,537 shares

    0.03% of the 13F portfolio, value $3,784,691.

    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 55,745 shares
    Change vs previous 13F -59,566 shares

    0.03% of the 13F portfolio, value $3,883,745.

    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 115,311 shares
    Change vs previous 13F -19,115 shares

    0.07% of the 13F portfolio, value $7,894,194.

    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 134,426 shares
    Change vs previous 13F +122,653 shares

    0.1% of the 13F portfolio, value $8,564,302.

    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 11,773 shares
    Change vs previous 13F +6,660 shares

    0.01% of the 13F portfolio, value $703,408.

    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 5,113 shares
    Change vs previous 13F -79 shares

    0.01% of the 13F portfolio, value $332,784.

    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 5,192 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $336,763.

    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).