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Disclosery

Merit Financial Group, LLC: EPD position timeline

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

Merit Financial Group, LLC held 54,906 EPD 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 54,906 shares
    Change vs previous 13F -10,548 shares

    0.01% of the 13F portfolio, value $2,018,348.

    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 65,454 shares
    Change vs previous 13F -631 shares

    0.02% of the 13F portfolio, value $2,476,797.

    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 66,085 shares
    Change vs previous 13F +10,005 shares

    0.02% of the 13F portfolio, value $2,118,678.

    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 56,080 shares
    Change vs previous 13F +14,520 shares

    0.02% of the 13F portfolio, value $1,753,632.

    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 41,560 shares
    Change vs previous 13F +595 shares

    0.01% of the 13F portfolio, value $1,288,780.

    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 40,965 shares
    Change vs previous 13F +16,136 shares

    0.02% of the 13F portfolio, value $1,398,557.

    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 24,829 shares
    Change vs previous 13F -14,183 shares

    0.01% of the 13F portfolio, value $778,628.

    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 39,012 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,135,627.

    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).