Skip to content
Disclosery

Merit Financial Group, LLC: FNDF position timeline

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

Merit Financial Group, LLC held 96,223 FNDF 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 96,223 shares
    Change vs previous 13F -5,079 shares

    0.03% of the 13F portfolio, value $5,076,716.

    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 101,302 shares
    Change vs previous 13F +24 shares

    0.04% of the 13F portfolio, value $4,956,693.

    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 101,278 shares
    Change vs previous 13F -95,434 shares

    0.04% of the 13F portfolio, value $4,578,766.

    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 196,712 shares
    Change vs previous 13F -21,352 shares

    0.08% of the 13F portfolio, value $8,450,769.

    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 218,064 shares
    Change vs previous 13F +134,626 shares

    0.1% of the 13F portfolio, value $8,726,909.

    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 83,438 shares
    Change vs previous 13F +66,947 shares

    0.05% of the 13F portfolio, value $3,015,439.

    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 16,491 shares
    Change vs previous 13F +3,728 shares

    0.01% of the 13F portfolio, value $547,663.

    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 12,763 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $476,953.

    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).