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Disclosery

Merit Financial Group, LLC: EXPE position timeline

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

Merit Financial Group, LLC held 61,501 EXPE 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 61,501 shares
    Change vs previous 13F +10,031 shares

    0.1% of the 13F portfolio, value $15,736,885.

    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 51,470 shares
    Change vs previous 13F +31,047 shares

    0.09% of the 13F portfolio, value $11,884,030.

    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 20,423 shares
    Change vs previous 13F +4,345 shares

    0.05% of the 13F portfolio, value $5,786,131.

    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 16,078 shares
    Change vs previous 13F +2,529 shares

    0.03% of the 13F portfolio, value $3,436,626.

    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 13,549 shares
    Change vs previous 13F +6,095 shares

    0.03% of the 13F portfolio, value $2,285,492.

    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 7,454 shares
    Change vs previous 13F +4,858 shares

    0.02% of the 13F portfolio, value $1,252,952.

    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 2,596 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $483,713.

    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).