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Disclosery

Merit Financial Group, LLC: DOCU position timeline

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

Merit Financial Group, LLC held 34,816 DOCU 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 34,816 shares
    Change vs previous 13F +5,218 shares

    0.01% of the 13F portfolio, value $1,546,513.

    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 29,598 shares
    Change vs previous 13F +12,658 shares

    0.01% of the 13F portfolio, value $1,403,248.

    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 16,940 shares
    Change vs previous 13F +1,392 shares

    0.01% of the 13F portfolio, value $1,158,696.

    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 15,548 shares
    Change vs previous 13F -2,716 shares

    0.01% of the 13F portfolio, value $1,120,856.

    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 18,264 shares
    Change vs previous 13F -68 shares

    0.02% of the 13F portfolio, value $1,422,583.

    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 18,332 shares
    Change vs previous 13F -184 shares

    0.02% of the 13F portfolio, value $1,492,225.

    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 18,516 shares
    Change vs previous 13F +3,352 shares

    0.03% of the 13F portfolio, value $1,665,329.

    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 15,164 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $941,533.

    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).