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Merit Financial Group, LLC: FE position timeline

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

Merit Financial Group, LLC held 44,511 FE 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 44,511 shares
    Change vs previous 13F +1,123 shares

    0.01% of the 13F portfolio, value $2,116,067.

    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 43,388 shares
    Change vs previous 13F +1,186 shares

    0.02% of the 13F portfolio, value $2,198,038.

    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 42,202 shares
    Change vs previous 13F +1,012 shares

    0.02% of the 13F portfolio, value $1,889,420.

    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 41,190 shares
    Change vs previous 13F +761 shares

    0.02% of the 13F portfolio, value $1,887,302.

    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 40,429 shares
    Change vs previous 13F +4,112 shares

    0.02% of the 13F portfolio, value $1,627,664.

    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 36,317 shares
    Change vs previous 13F +6,720 shares

    0.02% of the 13F portfolio, value $1,467,952.

    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 29,597 shares
    Change vs previous 13F +1,415 shares

    0.02% of the 13F portfolio, value $1,177,372.

    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 28,182 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,249,868.

    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).