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Merit Financial Group, LLC: EFV position timeline

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

Merit Financial Group, LLC held 1,524,185 EFV 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 1,524,185 shares
    Change vs previous 13F -845,942 shares

    0.72% of the 13F portfolio, value $116,676,359.

    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 2,370,127 shares
    Change vs previous 13F +97,441 shares

    1.31% of the 13F portfolio, value $176,218,998.

    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 2,272,686 shares
    Change vs previous 13F -13,541 shares

    1.3% of the 13F portfolio, value $162,292,571.

    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 2,286,227 shares
    Change vs previous 13F +575,507 shares

    1.43% of the 13F portfolio, value $155,074,813.

    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 1,710,720 shares
    Change vs previous 13F +646,795 shares

    1.21% of the 13F portfolio, value $108,596,535.

    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 1,063,925 shares
    Change vs previous 13F +669,162 shares

    0.94% of the 13F portfolio, value $62,707,735.

    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 394,763 shares
    Change vs previous 13F +239,390 shares

    0.37% of the 13F portfolio, value $20,713,189.

    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 155,373 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $8,938,603.

    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).