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Disclosery

Merit Financial Group, LLC: FIP position timeline

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

Merit Financial Group, LLC held 14,916 FIP 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 14,916 shares
    Change vs previous 13F -1,202 shares

    <0.01% of the 13F portfolio, value $69,213.

    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 16,118 shares
    Change vs previous 13F +260 shares

    <0.01% of the 13F portfolio, value $79,621.

    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 15,858 shares
    Change vs previous 13F +2,787 shares

    <0.01% of the 13F portfolio, value $73,104.

    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 13,071 shares
    Change vs previous 13F +330 shares

    <0.01% of the 13F portfolio, value $56,990.

    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 12,741 shares
    Change vs previous 13F -84 shares

    <0.01% of the 13F portfolio, value $78,611.

    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 12,825 shares
    Change vs previous 13F +297 shares

    <0.01% of the 13F portfolio, value $58,096.

    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 12,528 shares
    Change vs previous 13F +73 shares

    <0.01% of the 13F portfolio, value $90,957.

    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 12,455 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $116,578.

    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).