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Merit Financial Group, LLC: DFEM position timeline

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

Merit Financial Group, LLC held 55,404 DFEM 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 55,404 shares
    Change vs previous 13F -3,389 shares

    0.01% of the 13F portfolio, value $2,251,616.

    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 58,793 shares
    Change vs previous 13F +48,681 shares

    0.02% of the 13F portfolio, value $2,031,297.

    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 10,112 shares
    Change vs previous 13F +1,559 shares

    <0.01% of the 13F portfolio, value $334,489.

    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 8,553 shares
    Change vs previous 13F +39 shares

    <0.01% of the 13F portfolio, value $274,281.

    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 8,514 shares
    Change vs previous 13F -303 shares

    <0.01% of the 13F portfolio, value $252,710.

    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 8,817 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $233,289.

    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).