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Merit Financial Group, LLC: FNDX position timeline

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

Merit Financial Group, LLC held 432,693 FNDX 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 432,693 shares
    Change vs previous 13F -317,520 shares

    0.08% of the 13F portfolio, value $13,456,763.

    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 750,213 shares
    Change vs previous 13F -119,800 shares

    0.16% of the 13F portfolio, value $20,893,452.

    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 870,013 shares
    Change vs previous 13F +522,654 shares

    0.19% of the 13F portfolio, value $23,673,064.

    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 347,359 shares
    Change vs previous 13F -25,862 shares

    0.08% of the 13F portfolio, value $9,135,539.

    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 373,221 shares
    Change vs previous 13F -252,099 shares

    0.1% of the 13F portfolio, value $9,158,846.

    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 625,320 shares
    Change vs previous 13F +197,434 shares

    0.22% of the 13F portfolio, value $14,763,813.

    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 427,886 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $10,132,352.

    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).