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Disclosery

Merit Financial Group, LLC: ESGU position timeline

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

Merit Financial Group, LLC held 51,721 ESGU 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 51,721 shares
    Change vs previous 13F +2,199 shares

    0.05% of the 13F portfolio, value $8,465,221.

    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 49,522 shares
    Change vs previous 13F +4,688 shares

    0.05% of the 13F portfolio, value $7,003,347.

    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 44,834 shares
    Change vs previous 13F +4,600 shares

    0.05% of the 13F portfolio, value $6,679,409.

    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 40,234 shares
    Change vs previous 13F +3,985 shares

    0.05% of the 13F portfolio, value $5,858,014.

    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 36,249 shares
    Change vs previous 13F +2,695 shares

    0.05% of the 13F portfolio, value $4,904,523.

    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 33,554 shares
    Change vs previous 13F +4,296 shares

    0.06% of the 13F portfolio, value $4,090,591.

    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 29,258 shares
    Change vs previous 13F +3,429 shares

    0.07% of the 13F portfolio, value $3,769,001.

    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 25,829 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,259,094.

    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).