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Disclosery

Merit Financial Group, LLC: ES position timeline

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

Merit Financial Group, LLC held 62,198 ES 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 62,198 shares
    Change vs previous 13F +35,016 shares

    0.03% of the 13F portfolio, value $4,495,015.

    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 27,182 shares
    Change vs previous 13F +8,347 shares

    0.01% of the 13F portfolio, value $1,883,180.

    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 18,835 shares
    Change vs previous 13F -4,029 shares

    0.01% of the 13F portfolio, value $1,268,121.

    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 22,864 shares
    Change vs previous 13F +13,047 shares

    0.01% of the 13F portfolio, value $1,626,568.

    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 9,817 shares
    Change vs previous 13F +1,574 shares

    0.01% of the 13F portfolio, value $624,546.

    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 8,243 shares
    Change vs previous 13F +2,112 shares

    0.01% of the 13F portfolio, value $511,990.

    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 6,131 shares
    Change vs previous 13F +1,611 shares

    0.01% of the 13F portfolio, value $352,111.

    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 4,520 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $307,574.

    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).