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Merit Financial Group, LLC: DTE position timeline

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

Merit Financial Group, LLC held 25,935 DTE 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 25,935 shares
    Change vs previous 13F +9,241 shares

    0.02% of the 13F portfolio, value $3,951,850.

    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 16,694 shares
    Change vs previous 13F +6,177 shares

    0.02% of the 13F portfolio, value $2,441,065.

    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 10,517 shares
    Change vs previous 13F +1,947 shares

    0.01% of the 13F portfolio, value $1,356,501.

    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 8,570 shares
    Change vs previous 13F +1,344 shares

    0.01% of the 13F portfolio, value $1,212,036.

    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 7,226 shares
    Change vs previous 13F +597 shares

    0.01% of the 13F portfolio, value $957,131.

    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 6,629 shares
    Change vs previous 13F +1,486 shares

    0.01% of the 13F portfolio, value $916,543.

    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 5,143 shares
    Change vs previous 13F +3,322 shares

    0.01% of the 13F portfolio, value $621,068.

    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 1,821 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $233,835.

    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).