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Disclosery

Merit Financial Group, LLC: GIS position timeline

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

Merit Financial Group, LLC held 99,713 GIS 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 99,713 shares
    Change vs previous 13F +36,887 shares

    0.02% of the 13F portfolio, value $3,470,012.

    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 62,826 shares
    Change vs previous 13F +9,412 shares

    0.02% of the 13F portfolio, value $2,338,387.

    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 53,414 shares
    Change vs previous 13F +14,994 shares

    0.02% of the 13F portfolio, value $2,483,788.

    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 38,420 shares
    Change vs previous 13F +4,196 shares

    0.02% of the 13F portfolio, value $1,937,099.

    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 34,224 shares
    Change vs previous 13F +2,535 shares

    0.02% of the 13F portfolio, value $1,773,146.

    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 31,689 shares
    Change vs previous 13F +334 shares

    0.03% of the 13F portfolio, value $1,894,685.

    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 31,355 shares
    Change vs previous 13F +10,176 shares

    0.04% of the 13F portfolio, value $1,999,514.

    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 21,179 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,564,079.

    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).