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Merit Financial Group, LLC: GTO position timeline

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

Merit Financial Group, LLC held 6,718 GTO 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 6,718 shares
    Change vs previous 13F -159 shares

    <0.01% of the 13F portfolio, value $314,859.

    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 6,877 shares
    Change vs previous 13F -5,521 shares

    <0.01% of the 13F portfolio, value $322,062.

    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 12,398 shares
    Change vs previous 13F -3,297 shares

    <0.01% of the 13F portfolio, value $587,910.

    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 15,695 shares
    Change vs previous 13F -10,319 shares

    0.01% of the 13F portfolio, value $745,646.

    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 26,014 shares
    Change vs previous 13F -17,608 shares

    0.01% of the 13F portfolio, value $1,219,792.

    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 43,622 shares
    Change vs previous 13F -114,591 shares

    0.03% of the 13F portfolio, value $2,047,202.

    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 158,213 shares
    Change vs previous 13F +1,452 shares

    0.13% of the 13F portfolio, value $7,341,070.

    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 156,761 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $7,571,547.

    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).