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Disclosery

Merit Financial Group, LLC: EFG position timeline

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

Merit Financial Group, LLC held 551,289 EFG 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 551,289 shares
    Change vs previous 13F +299,547 shares

    0.43% of the 13F portfolio, value $68,591,423.

    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 251,742 shares
    Change vs previous 13F +39,881 shares

    0.21% of the 13F portfolio, value $28,036,468.

    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 211,861 shares
    Change vs previous 13F +56,202 shares

    0.19% of the 13F portfolio, value $24,135,212.

    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 155,659 shares
    Change vs previous 13F -398,058 shares

    0.16% of the 13F portfolio, value $17,726,394.

    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 553,717 shares
    Change vs previous 13F +104,980 shares

    0.69% of the 13F portfolio, value $62,016,318.

    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 448,737 shares
    Change vs previous 13F +189,039 shares

    0.67% of the 13F portfolio, value $44,873,666.

    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 259,698 shares
    Change vs previous 13F +182,715 shares

    0.45% of the 13F portfolio, value $25,146,569.

    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 76,983 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $8,287,182.

    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).