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Disclosery

Merit Financial Group, LLC: ED position timeline

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

Merit Financial Group, LLC held 29,419 ED 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 29,419 shares
    Change vs previous 13F +3,162 shares

    0.02% of the 13F portfolio, value $3,254,604.

    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 26,257 shares
    Change vs previous 13F +6,231 shares

    0.02% of the 13F portfolio, value $2,971,829.

    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 20,026 shares
    Change vs previous 13F +5,419 shares

    0.02% of the 13F portfolio, value $1,988,925.

    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 14,607 shares
    Change vs previous 13F +3,288 shares

    0.01% of the 13F portfolio, value $1,468,215.

    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 11,319 shares
    Change vs previous 13F +653 shares

    0.01% of the 13F portfolio, value $1,135,882.

    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 10,666 shares
    Change vs previous 13F +1,533 shares

    0.02% of the 13F portfolio, value $1,179,605.

    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 9,133 shares
    Change vs previous 13F +3,204 shares

    0.01% of the 13F portfolio, value $814,907.

    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 5,929 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $617,368.

    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).