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Disclosery

Merit Financial Group, LLC: DWM position timeline

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

Merit Financial Group, LLC held 59,906 DWM 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 59,906 shares
    Change vs previous 13F +2,974 shares

    0.03% of the 13F portfolio, value $4,385,965.

    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 56,932 shares
    Change vs previous 13F +9,501 shares

    0.03% of the 13F portfolio, value $3,979,022.

    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 47,431 shares
    Change vs previous 13F +222 shares

    0.03% of the 13F portfolio, value $3,261,362.

    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 47,209 shares
    Change vs previous 13F +291 shares

    0.03% of the 13F portfolio, value $3,126,100.

    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 46,918 shares
    Change vs previous 13F +12,977 shares

    0.03% of the 13F portfolio, value $2,982,079.

    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 33,941 shares
    Change vs previous 13F +6,149 shares

    0.03% of the 13F portfolio, value $1,973,864.

    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 27,792 shares
    Change vs previous 13F +193 shares

    0.03% of the 13F portfolio, value $1,464,515.

    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 27,599 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,588,485.

    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).