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Disclosery

Merit Financial Group, LLC: ESGV position timeline

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

Merit Financial Group, LLC held 13,176 ESGV 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 13,176 shares
    Change vs previous 13F -983 shares

    0.01% of the 13F portfolio, value $1,742,419.

    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 14,159 shares
    Change vs previous 13F -3,661 shares

    0.01% of the 13F portfolio, value $1,589,602.

    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 17,820 shares
    Change vs previous 13F -1,463 shares

    0.02% of the 13F portfolio, value $2,155,497.

    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 19,283 shares
    Change vs previous 13F -3,540 shares

    0.02% of the 13F portfolio, value $2,283,899.

    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 22,823 shares
    Change vs previous 13F -1,866 shares

    0.03% of the 13F portfolio, value $2,502,358.

    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 24,689 shares
    Change vs previous 13F -11,297 shares

    0.04% of the 13F portfolio, value $2,418,297.

    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 35,986 shares
    Change vs previous 13F +3,025 shares

    0.07% of the 13F portfolio, value $3,774,560.

    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 32,961 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,350,534.

    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).