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Merit Financial Group, LLC: GE position timeline

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

Merit Financial Group, LLC held 86,154 GE 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 86,154 shares
    Change vs previous 13F +1,492 shares

    0.2% of the 13F portfolio, value $32,198,314.

    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 84,662 shares
    Change vs previous 13F +7,865 shares

    0.18% of the 13F portfolio, value $24,024,813.

    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 76,797 shares
    Change vs previous 13F +3,561 shares

    0.19% of the 13F portfolio, value $23,655,867.

    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 73,236 shares
    Change vs previous 13F +2,742 shares

    0.2% of the 13F portfolio, value $22,030,880.

    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 70,494 shares
    Change vs previous 13F +24,885 shares

    0.2% of the 13F portfolio, value $18,144,403.

    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 45,609 shares
    Change vs previous 13F +15,182 shares

    0.14% of the 13F portfolio, value $9,128,549.

    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 30,427 shares
    Change vs previous 13F +4,298 shares

    0.09% of the 13F portfolio, value $5,074,843.

    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 26,129 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,927,451.

    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).