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Disclosery

Merit Financial Group, LLC: EXC position timeline

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

Merit Financial Group, LLC held 35,511 EXC 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 35,511 shares
    Change vs previous 13F +2,586 shares

    0.01% of the 13F portfolio, value $1,655,557.

    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 32,925 shares
    Change vs previous 13F +4,256 shares

    0.01% of the 13F portfolio, value $1,614,034.

    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 28,669 shares
    Change vs previous 13F +2,671 shares

    0.01% of the 13F portfolio, value $1,249,658.

    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 25,998 shares
    Change vs previous 13F -1,985 shares

    0.01% of the 13F portfolio, value $1,170,211.

    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 27,983 shares
    Change vs previous 13F +8,048 shares

    0.01% of the 13F portfolio, value $1,215,006.

    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 19,935 shares
    Change vs previous 13F +14,497 shares

    0.01% of the 13F portfolio, value $918,600.

    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 5,438 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $204,682.

    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).