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Disclosery

Merit Financial Group, LLC: DFUS position timeline

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

Merit Financial Group, LLC held 28,993 DFUS 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 28,993 shares
    Change vs previous 13F -1,154 shares

    0.01% of the 13F portfolio, value $2,375,646.

    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 30,147 shares
    Change vs previous 13F +997 shares

    0.02% of the 13F portfolio, value $2,137,719.

    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 29,150 shares
    Change vs previous 13F -1,372 shares

    0.02% of the 13F portfolio, value $2,162,028.

    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 30,522 shares
    Change vs previous 13F +1,978 shares

    0.02% of the 13F portfolio, value $2,211,011.

    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 28,544 shares
    Change vs previous 13F +4,828 shares

    0.02% of the 13F portfolio, value $1,913,002.

    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 23,716 shares
    Change vs previous 13F +2,136 shares

    0.02% of the 13F portfolio, value $1,434,330.

    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 21,580 shares
    Change vs previous 13F -442 shares

    0.02% of the 13F portfolio, value $1,375,707.

    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 22,022 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,369,751.

    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).