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Merit Financial Group, LLC: FNDE position timeline

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

Merit Financial Group, LLC held 36,251 FNDE 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 36,251 shares
    Change vs previous 13F -3,135 shares

    0.01% of the 13F portfolio, value $1,438,455.

    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 39,386 shares
    Change vs previous 13F -3,096 shares

    0.01% of the 13F portfolio, value $1,506,916.

    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 42,482 shares
    Change vs previous 13F -1,913 shares

    0.01% of the 13F portfolio, value $1,531,908.

    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 44,395 shares
    Change vs previous 13F -2,905 shares

    0.01% of the 13F portfolio, value $1,605,321.

    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 47,300 shares
    Change vs previous 13F -6,296 shares

    0.02% of the 13F portfolio, value $1,561,371.

    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 53,596 shares
    Change vs previous 13F -53,994 shares

    0.02% of the 13F portfolio, value $1,650,743.

    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 107,590 shares
    Change vs previous 13F -2,367 shares

    0.06% of the 13F portfolio, value $3,125,477.

    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 109,957 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,548,312.

    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).