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Disclosery

Merit Financial Group, LLC: DSI position timeline

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

Merit Financial Group, LLC held 29,530 DSI 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 29,530 shares
    Change vs previous 13F +270 shares

    0.03% of the 13F portfolio, value $4,204,724.

    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 29,260 shares
    Change vs previous 13F +3,311 shares

    0.03% of the 13F portfolio, value $3,546,080.

    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 25,949 shares
    Change vs previous 13F +9,295 shares

    0.03% of the 13F portfolio, value $3,343,053.

    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 16,654 shares
    Change vs previous 13F +1,109 shares

    0.02% of the 13F portfolio, value $2,097,572.

    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 15,545 shares
    Change vs previous 13F +3,615 shares

    0.02% of the 13F portfolio, value $1,805,765.

    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 11,930 shares
    Change vs previous 13F +6,943 shares

    0.02% of the 13F portfolio, value $1,221,707.

    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 4,987 shares
    Change vs previous 13F +1,612 shares

    0.01% of the 13F portfolio, value $549,862.

    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 3,375 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $367,166.

    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).