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Disclosery

Merit Financial Group, LLC: DIA position timeline

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

Merit Financial Group, LLC held 16,002 DIA 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 16,002 shares
    Change vs previous 13F -2,774 shares

    0.05% of the 13F portfolio, value $8,359,676.

    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 18,776 shares
    Change vs previous 13F -5,696 shares

    0.06% of the 13F portfolio, value $8,697,044.

    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 24,472 shares
    Change vs previous 13F +797 shares

    0.09% of the 13F portfolio, value $11,760,464.

    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 23,675 shares
    Change vs previous 13F +334 shares

    0.1% of the 13F portfolio, value $10,979,340.

    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 23,341 shares
    Change vs previous 13F +18,271 shares

    0.11% of the 13F portfolio, value $10,285,304.

    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 5,070 shares
    Change vs previous 13F +105 shares

    0.03% of the 13F portfolio, value $2,128,699.

    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 4,965 shares
    Change vs previous 13F +287 shares

    0.04% of the 13F portfolio, value $2,112,494.

    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 4,678 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,979,198.

    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).