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Disclosery

Merit Financial Group, LLC: EQWL position timeline

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

Merit Financial Group, LLC held 56,517 EQWL 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 56,517 shares
    Change vs previous 13F +2,822 shares

    0.05% of the 13F portfolio, value $7,291,823.

    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 53,695 shares
    Change vs previous 13F +2,340 shares

    0.05% of the 13F portfolio, value $6,187,812.

    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 51,355 shares
    Change vs previous 13F +612 shares

    0.05% of the 13F portfolio, value $6,068,107.

    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 50,743 shares
    Change vs previous 13F +127 shares

    0.05% of the 13F portfolio, value $5,819,207.

    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 50,616 shares
    Change vs previous 13F +704 shares

    0.06% of the 13F portfolio, value $5,566,242.

    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 49,912 shares
    Change vs previous 13F +2,967 shares

    0.08% of the 13F portfolio, value $5,145,428.

    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 46,945 shares
    Change vs previous 13F +7,570 shares

    0.09% of the 13F portfolio, value $4,801,535.

    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 39,375 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,028,850.

    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).