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Disclosery

Merit Financial Group, LLC: EXEL position timeline

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

Merit Financial Group, LLC held 84,634 EXEL 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 84,634 shares
    Change vs previous 13F -233,479 shares

    0.03% of the 13F portfolio, value $4,604,937.

    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 318,113 shares
    Change vs previous 13F +231,157 shares

    0.1% of the 13F portfolio, value $13,643,866.

    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 86,956 shares
    Change vs previous 13F +17,615 shares

    0.03% of the 13F portfolio, value $3,811,282.

    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 69,341 shares
    Change vs previous 13F +28,581 shares

    0.03% of the 13F portfolio, value $2,863,782.

    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 40,760 shares
    Change vs previous 13F +7,307 shares

    0.02% of the 13F portfolio, value $1,796,498.

    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 33,453 shares
    Change vs previous 13F +20,325 shares

    0.02% of the 13F portfolio, value $1,235,085.

    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 13,128 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $437,162.

    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).