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Disclosery

Merit Financial Group, LLC: EXR position timeline

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

Merit Financial Group, LLC held 5,805 EXR 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 5,805 shares
    Change vs previous 13F +881 shares

    0.01% of the 13F portfolio, value $843,410.

    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 4,924 shares
    Change vs previous 13F -149 shares

    <0.01% of the 13F portfolio, value $645,718.

    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 5,073 shares
    Change vs previous 13F -1,494 shares

    0.01% of the 13F portfolio, value $660,682.

    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 6,567 shares
    Change vs previous 13F -6,058 shares

    0.01% of the 13F portfolio, value $925,604.

    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 12,625 shares
    Change vs previous 13F +3,536 shares

    0.02% of the 13F portfolio, value $1,861,396.

    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 9,089 shares
    Change vs previous 13F +5,965 shares

    0.02% of the 13F portfolio, value $1,349,616.

    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 3,124 shares
    Change vs previous 13F +1,936 shares

    0.01% of the 13F portfolio, value $467,359.

    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 1,188 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $214,023.

    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).