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Disclosery

Merit Financial Group, LLC: FLOT position timeline

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

Merit Financial Group, LLC held 296,646 FLOT 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 296,646 shares
    Change vs previous 13F +12,663 shares

    0.09% of the 13F portfolio, value $15,143,793.

    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 283,983 shares
    Change vs previous 13F +13,692 shares

    0.11% of the 13F portfolio, value $14,468,950.

    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 270,291 shares
    Change vs previous 13F +163,030 shares

    0.11% of the 13F portfolio, value $13,747,011.

    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 107,261 shares
    Change vs previous 13F -3,066 shares

    0.05% of the 13F portfolio, value $5,479,418.

    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 110,327 shares
    Change vs previous 13F +47,349 shares

    0.06% of the 13F portfolio, value $5,628,870.

    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 62,978 shares
    Change vs previous 13F +45,901 shares

    0.05% of the 13F portfolio, value $3,215,030.

    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 17,077 shares
    Change vs previous 13F +3,615 shares

    0.02% of the 13F portfolio, value $868,864.

    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 13,462 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $687,115.

    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).