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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

  1. period ended2026-06-30
    13F/A 66,505 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 68,940 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 68,389 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 56,561 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 55,560 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 57,172 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 38,900 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 32,945 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).