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Disclosery

Merit Financial Group, LLC: DOW position timeline

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

Merit Financial Group, LLC held 72,263 DOW 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 72,263 shares
    Change vs previous 13F -12,275 shares

    0.01% of the 13F portfolio, value $1,977,129.

    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 84,538 shares
    Change vs previous 13F +51,491 shares

    0.03% of the 13F portfolio, value $3,521,033.

    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 33,047 shares
    Change vs previous 13F -2,820 shares

    0.01% of the 13F portfolio, value $772,655.

    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 35,867 shares
    Change vs previous 13F -2,004 shares

    0.01% of the 13F portfolio, value $822,450.

    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 37,871 shares
    Change vs previous 13F -2,650 shares

    0.01% of the 13F portfolio, value $1,002,816.

    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 40,521 shares
    Change vs previous 13F +20,180 shares

    0.02% of the 13F portfolio, value $1,415,008.

    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 20,341 shares
    Change vs previous 13F +14,053 shares

    0.01% of the 13F portfolio, value $816,284.

    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 6,288 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $343,534.

    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).