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Merit Financial Group, LLC: FERG position timeline

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

Merit Financial Group, LLC held 5,466 FERG 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 5,466 shares
    Change vs previous 13F +244 shares

    0.01% of the 13F portfolio, value $1,297,320.

    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 5,222 shares
    Change vs previous 13F -392 shares

    0.01% of the 13F portfolio, value $1,218,031.

    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 5,614 shares
    Change vs previous 13F +325 shares

    0.01% of the 13F portfolio, value $1,249,797.

    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 5,289 shares
    Change vs previous 13F +646 shares

    0.01% of the 13F portfolio, value $1,187,891.

    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 4,643 shares
    Change vs previous 13F +399 shares

    0.01% of the 13F portfolio, value $1,010,971.

    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 4,244 shares
    Change vs previous 13F +2,613 shares

    0.01% of the 13F portfolio, value $680,016.

    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 1,631 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $283,437.

    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).