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Merit Financial Group, LLC: FSEP position timeline

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

Merit Financial Group, LLC held 10,142 FSEP 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 10,142 shares
    Change vs previous 13F -3,672 shares

    <0.01% of the 13F portfolio, value $558,621.

    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 13,814 shares
    Change vs previous 13F -8,110 shares

    0.01% of the 13F portfolio, value $695,259.

    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 21,924 shares
    Change vs previous 13F -16,431 shares

    0.01% of the 13F portfolio, value $1,130,401.

    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 38,355 shares
    Change vs previous 13F -42,416 shares

    0.02% of the 13F portfolio, value $1,938,462.

    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 80,771 shares
    Change vs previous 13F -12,649 shares

    0.04% of the 13F portfolio, value $3,877,695.

    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 93,420 shares
    Change vs previous 13F +8,601 shares

    0.06% of the 13F portfolio, value $4,161,861.

    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 84,819 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,875,864.

    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).