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Merit Financial Group, LLC: DFP position timeline

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

Merit Financial Group, LLC held 17,880 DFP 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 17,880 shares
    Change vs previous 13F -4,206 shares

    <0.01% of the 13F portfolio, value $369,586.

    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 22,086 shares
    Change vs previous 13F -690 shares

    <0.01% of the 13F portfolio, value $443,266.

    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 22,776 shares
    Change vs previous 13F +148 shares

    <0.01% of the 13F portfolio, value $473,506.

    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 22,628 shares
    Change vs previous 13F -749 shares

    <0.01% of the 13F portfolio, value $489,664.

    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 23,377 shares
    Change vs previous 13F +1,259 shares

    0.01% of the 13F portfolio, value $479,935.

    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 22,118 shares
    Change vs previous 13F +325 shares

    0.01% of the 13F portfolio, value $447,675.

    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 21,793 shares
    Change vs previous 13F +133 shares

    0.01% of the 13F portfolio, value $434,560.

    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 21,660 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $465,700.

    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).