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Merit Financial Group, LLC: DON position timeline

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

Merit Financial Group, LLC held 24,097 DON 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 24,097 shares
    Change vs previous 13F +2,415 shares

    0.01% of the 13F portfolio, value $1,361,956.

    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 21,682 shares
    Change vs previous 13F -3,600 shares

    0.01% of the 13F portfolio, value $1,139,159.

    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 25,282 shares
    Change vs previous 13F -6,364 shares

    0.01% of the 13F portfolio, value $1,304,547.

    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 31,646 shares
    Change vs previous 13F -7,501 shares

    0.02% of the 13F portfolio, value $1,655,071.

    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 39,147 shares
    Change vs previous 13F +2,861 shares

    0.02% of the 13F portfolio, value $1,962,034.

    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 36,286 shares
    Change vs previous 13F +807 shares

    0.03% of the 13F portfolio, value $1,796,905.

    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 35,479 shares
    Change vs previous 13F +5,459 shares

    0.03% of the 13F portfolio, value $1,808,342.

    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 30,020 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,534,934.

    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).