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Disclosery

Merit Financial Group, LLC: GEV position timeline

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

Merit Financial Group, LLC held 18,386 GEV 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 18,386 shares
    Change vs previous 13F +1,089 shares

    0.13% of the 13F portfolio, value $21,600,363.

    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 17,297 shares
    Change vs previous 13F +2,217 shares

    0.11% of the 13F portfolio, value $15,098,541.

    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 15,080 shares
    Change vs previous 13F +2,230 shares

    0.08% of the 13F portfolio, value $9,855,539.

    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 12,850 shares
    Change vs previous 13F +1,126 shares

    0.07% of the 13F portfolio, value $7,901,296.

    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 11,724 shares
    Change vs previous 13F +1,089 shares

    0.07% of the 13F portfolio, value $6,203,566.

    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 10,635 shares
    Change vs previous 13F +4,030 shares

    0.05% of the 13F portfolio, value $3,246,595.

    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 6,605 shares
    Change vs previous 13F +1,270 shares

    0.04% of the 13F portfolio, value $2,172,583.

    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 5,335 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,360,318.

    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).