Merit Financial Group, LLC: EIX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Merit Financial Group, LLC on EIX, newest first. How the timeline and the estimate are built.
Merit Financial Group, LLC held 102,639 EIX shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F/A 102,639 sharesChange vs previous 13F +2,706 shares
0.05% of the 13F portfolio, value $7,641,499.
13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 99,933 sharesChange vs previous 13F +20,680 shares
0.05% of the 13F portfolio, value $7,313,165.
13F-HR 0001621225-26-000005 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 79,253 sharesChange vs previous 13F +35,833 shares
0.04% of the 13F portfolio, value $4,756,816.
13F-HR 0001621225-26-000003 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 43,420 sharesChange vs previous 13F -5,462 shares
0.02% of the 13F portfolio, value $2,400,324.
13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 48,882 sharesChange vs previous 13F +17,618 shares
0.03% of the 13F portfolio, value $2,522,298.
13F-HR 0001621225-25-000006 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 31,264 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $1,842,102.
13F-HR 0001621225-25-000003 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).