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Merit Financial Group, LLC: DGRO position timeline

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

Merit Financial Group, LLC held 72,364 DGRO 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 72,364 shares
    Change vs previous 13F -11,791 shares

    0.03% of the 13F portfolio, value $5,484,476.

    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 84,155 shares
    Change vs previous 13F -15,966 shares

    0.04% of the 13F portfolio, value $5,906,033.

    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 100,121 shares
    Change vs previous 13F -18,020 shares

    0.06% of the 13F portfolio, value $6,950,409.

    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 118,141 shares
    Change vs previous 13F -1,352 shares

    0.07% of the 13F portfolio, value $8,043,011.

    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 119,493 shares
    Change vs previous 13F +20,955 shares

    0.09% of the 13F portfolio, value $7,640,410.

    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 98,538 shares
    Change vs previous 13F +127 shares

    0.09% of the 13F portfolio, value $6,087,655.

    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 98,411 shares
    Change vs previous 13F -16,443 shares

    0.11% of the 13F portfolio, value $6,036,509.

    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 114,854 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $7,200,190.

    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).