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Merit Financial Group, LLC: FTI position timeline

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

Merit Financial Group, LLC held 239,709 FTI 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 239,709 shares
    Change vs previous 13F +154,498 shares

    0.1% of the 13F portfolio, value $15,892,720.

    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 85,211 shares
    Change vs previous 13F +12,328 shares

    0.04% of the 13F portfolio, value $5,890,640.

    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 72,883 shares
    Change vs previous 13F +14,117 shares

    0.03% of the 13F portfolio, value $3,247,670.

    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 58,766 shares
    Change vs previous 13F +9,211 shares

    0.02% of the 13F portfolio, value $2,318,320.

    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 49,555 shares
    Change vs previous 13F +2,835 shares

    0.02% of the 13F portfolio, value $1,706,675.

    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 46,720 shares
    Change vs previous 13F +32,559 shares

    0.02% of the 13F portfolio, value $1,480,557.

    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 14,161 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $409,819.

    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).