Merit Financial Group, LLC: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Merit Financial Group, LLC on DIS, newest first. How the timeline and the estimate are built.
Merit Financial Group, LLC held 66,505 DIS shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F/A 66,505 sharesChange vs previous 13F -2,435 shares
0.04% of the 13F portfolio, value $6,401,105.
13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 68,940 sharesChange vs previous 13F +551 shares
0.05% of the 13F portfolio, value $6,644,338.
13F-HR 0001621225-26-000005 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 68,389 sharesChange vs previous 13F +11,828 shares
0.06% of the 13F portfolio, value $7,780,605.
13F-HR 0001621225-26-000003 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 56,561 sharesChange vs previous 13F +1,001 shares
0.06% of the 13F portfolio, value $6,476,107.
13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 55,560 sharesChange vs previous 13F -1,612 shares
0.08% of the 13F portfolio, value $6,889,987.
13F-HR 0001621225-25-000006 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 57,172 sharesChange vs previous 13F +18,272 shares
0.08% of the 13F portfolio, value $5,642,873.
13F-HR 0001621225-25-000003 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 38,900 sharesChange vs previous 13F +5,955 shares
0.08% of the 13F portfolio, value $4,331,463.
13F-HR 0001621225-25-000002 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 32,945 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $3,168,959.
13F-HR 0001621225-24-000007 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).