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Disclosery

Merit Financial Group, LLC: EPI position timeline

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

Merit Financial Group, LLC held 9,608 EPI 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 9,608 shares
    Change vs previous 13F -45,762 shares

    <0.01% of the 13F portfolio, value $411,045.

    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 55,370 shares
    Change vs previous 13F -9,248 shares

    0.02% of the 13F portfolio, value $2,259,082.

    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 64,618 shares
    Change vs previous 13F +58,419 shares

    0.02% of the 13F portfolio, value $2,991,188.

    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 6,199 shares
    Change vs previous 13F -15,813 shares

    <0.01% of the 13F portfolio, value $273,987.

    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 22,012 shares
    Change vs previous 13F +703 shares

    0.01% of the 13F portfolio, value $1,044,900.

    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 21,309 shares
    Change vs previous 13F -3,455 shares

    0.01% of the 13F portfolio, value $931,421.

    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 24,764 shares
    Change vs previous 13F +162 shares

    0.02% of the 13F portfolio, value $1,121,082.

    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 24,602 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,241,417.

    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).