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Disclosery

Merit Financial Group, LLC: HD position timeline

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

Merit Financial Group, LLC held 100,902 HD 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 100,902 shares
    Change vs previous 13F +19,584 shares

    0.22% of the 13F portfolio, value $35,585,981.

    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 81,318 shares
    Change vs previous 13F +3,525 shares

    0.2% of the 13F portfolio, value $26,744,921.

    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 77,793 shares
    Change vs previous 13F +64 shares

    0.21% of the 13F portfolio, value $26,768,899.

    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 77,729 shares
    Change vs previous 13F +3,277 shares

    0.29% of the 13F portfolio, value $31,494,907.

    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 74,452 shares
    Change vs previous 13F +19,389 shares

    0.3% of the 13F portfolio, value $27,297,190.

    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 55,063 shares
    Change vs previous 13F +7,397 shares

    0.3% of the 13F portfolio, value $20,180,131.

    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 47,666 shares
    Change vs previous 13F +8,681 shares

    0.33% of the 13F portfolio, value $18,541,502.

    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 38,985 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $15,796,886.

    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).