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Merit Financial Group, LLC: EWX position timeline

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

Merit Financial Group, LLC held 33,719 EWX 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 33,719 shares
    Change vs previous 13F +595 shares

    0.02% of the 13F portfolio, value $2,505,497.

    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 33,124 shares
    Change vs previous 13F -3,009 shares

    0.02% of the 13F portfolio, value $2,190,159.

    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 36,133 shares
    Change vs previous 13F -2,887 shares

    0.02% of the 13F portfolio, value $2,372,356.

    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 39,020 shares
    Change vs previous 13F -10,242 shares

    0.02% of the 13F portfolio, value $2,625,656.

    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 49,262 shares
    Change vs previous 13F -3,383 shares

    0.03% of the 13F portfolio, value $3,055,722.

    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 52,645 shares
    Change vs previous 13F -22,558 shares

    0.04% of the 13F portfolio, value $2,981,286.

    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 75,203 shares
    Change vs previous 13F +4,465 shares

    0.08% of the 13F portfolio, value $4,407,648.

    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 70,738 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,412,636.

    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).