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Merit Financial Group, LLC: DFGP position timeline

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

Merit Financial Group, LLC held 31,304 DFGP 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 31,304 shares
    Change vs previous 13F -21,009 shares

    0.01% of the 13F portfolio, value $1,704,837.

    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 52,313 shares
    Change vs previous 13F -11,591 shares

    0.02% of the 13F portfolio, value $2,824,352.

    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 63,904 shares
    Change vs previous 13F -89,997 shares

    0.03% of the 13F portfolio, value $3,455,303.

    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 153,901 shares
    Change vs previous 13F +41,942 shares

    0.08% of the 13F portfolio, value $8,552,297.

    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 111,959 shares
    Change vs previous 13F -2,001 shares

    0.07% of the 13F portfolio, value $6,100,624.

    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 113,960 shares
    Change vs previous 13F +105,933 shares

    0.09% of the 13F portfolio, value $6,088,868.

    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 8,027 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $424,079.

    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).