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Merit Financial Group, LLC: EFAV position timeline

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

Merit Financial Group, LLC held 148,952 EFAV 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 148,952 shares
    Change vs previous 13F +19,557 shares

    0.08% of the 13F portfolio, value $13,064,571.

    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 129,395 shares
    Change vs previous 13F +60,836 shares

    0.09% of the 13F portfolio, value $11,822,746.

    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 68,559 shares
    Change vs previous 13F -6,832 shares

    0.05% of the 13F portfolio, value $5,913,170.

    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 75,391 shares
    Change vs previous 13F -1,845 shares

    0.06% of the 13F portfolio, value $6,395,471.

    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 77,236 shares
    Change vs previous 13F +26,559 shares

    0.07% of the 13F portfolio, value $6,492,430.

    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 50,677 shares
    Change vs previous 13F +7,654 shares

    0.06% of the 13F portfolio, value $3,948,785.

    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 43,023 shares
    Change vs previous 13F -5,032 shares

    0.05% of the 13F portfolio, value $3,042,161.

    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 48,055 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,685,812.

    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).