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Disclosery

Merit Financial Group, LLC: DTD position timeline

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

Merit Financial Group, LLC held 37,523 DTD 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 37,523 shares
    Change vs previous 13F -1,324 shares

    0.02% of the 13F portfolio, value $3,498,940.

    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 38,847 shares
    Change vs previous 13F -572 shares

    0.02% of the 13F portfolio, value $3,354,790.

    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 39,419 shares
    Change vs previous 13F +2,026 shares

    0.03% of the 13F portfolio, value $3,345,926.

    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 37,393 shares
    Change vs previous 13F -257 shares

    0.03% of the 13F portfolio, value $3,140,989.

    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 37,650 shares
    Change vs previous 13F +2,588 shares

    0.03% of the 13F portfolio, value $2,993,916.

    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 35,062 shares
    Change vs previous 13F +258 shares

    0.04% of the 13F portfolio, value $2,698,053.

    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 34,804 shares
    Change vs previous 13F +241 shares

    0.05% of the 13F portfolio, value $2,640,293.

    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 34,563 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,650,245.

    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).