Skip to content

Merit Financial Group, LLC: DFIS position timeline

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

Merit Financial Group, LLC held 10,646 DFIS 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 10,646 shares
    Change vs previous 13F +157 shares

    <0.01% of the 13F portfolio, value $372,931.

    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 10,489 shares
    Change vs previous 13F -117 shares

    <0.01% of the 13F portfolio, value $353,149.

    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 10,606 shares
    Change vs previous 13F +611 shares

    <0.01% of the 13F portfolio, value $349,374.

    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 9,995 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $316,131.

    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 9,990 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $298,094.

    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).