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Disclosery

Merit Financial Group, LLC: FVD position timeline

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

Merit Financial Group, LLC held 245,016 FVD 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 245,016 shares
    Change vs previous 13F -26,300 shares

    0.07% of the 13F portfolio, value $11,804,882.

    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 271,316 shares
    Change vs previous 13F +8,832 shares

    0.09% of the 13F portfolio, value $12,760,002.

    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 262,484 shares
    Change vs previous 13F +236,828 shares

    0.1% of the 13F portfolio, value $12,095,277.

    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 25,656 shares
    Change vs previous 13F +17,206 shares

    0.01% of the 13F portfolio, value $1,186,329.

    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 8,450 shares
    Change vs previous 13F +181 shares

    <0.01% of the 13F portfolio, value $377,720.

    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 8,269 shares
    Change vs previous 13F -919 shares

    0.01% of the 13F portfolio, value $368,718.

    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 9,188 shares
    Change vs previous 13F -1,811 shares

    0.01% of the 13F portfolio, value $400,949.

    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 10,999 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $500,353.

    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).