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Merit Financial Group, LLC: DGX position timeline

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

Merit Financial Group, LLC held 6,006 DGX 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 6,006 shares
    Change vs previous 13F +69 shares

    0.01% of the 13F portfolio, value $1,273,133.

    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 5,937 shares
    Change vs previous 13F -632 shares

    0.01% of the 13F portfolio, value $1,163,529.

    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 6,569 shares
    Change vs previous 13F +685 shares

    0.01% of the 13F portfolio, value $1,140,032.

    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 5,884 shares
    Change vs previous 13F +1,801 shares

    0.01% of the 13F portfolio, value $1,121,342.

    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 4,083 shares
    Change vs previous 13F +522 shares

    0.01% of the 13F portfolio, value $733,493.

    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 3,561 shares
    Change vs previous 13F +1,109 shares

    0.01% of the 13F portfolio, value $602,526.

    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 2,452 shares
    Change vs previous 13F +696 shares

    0.01% of the 13F portfolio, value $369,873.

    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 1,756 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $272,655.

    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).