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Disclosery

Merit Financial Group, LLC: GS position timeline

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

Merit Financial Group, LLC held 22,097 GS 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 22,097 shares
    Change vs previous 13F +431 shares

    0.14% of the 13F portfolio, value $22,348,914.

    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 21,666 shares
    Change vs previous 13F +951 shares

    0.14% of the 13F portfolio, value $18,330,190.

    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 20,715 shares
    Change vs previous 13F +1,520 shares

    0.15% of the 13F portfolio, value $18,209,614.

    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 19,195 shares
    Change vs previous 13F +138 shares

    0.14% of the 13F portfolio, value $15,286,020.

    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 19,057 shares
    Change vs previous 13F +7,891 shares

    0.15% of the 13F portfolio, value $13,487,694.

    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 11,166 shares
    Change vs previous 13F +609 shares

    0.09% of the 13F portfolio, value $6,099,999.

    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 10,557 shares
    Change vs previous 13F +741 shares

    0.11% of the 13F portfolio, value $6,045,073.

    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 9,816 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,860,206.

    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).