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Disclosery

Merit Financial Group, LLC: HDV position timeline

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

Merit Financial Group, LLC held 106,815 HDV 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 106,815 shares
    Change vs previous 13F +68,424 shares

    0.02% of the 13F portfolio, value $2,927,790.

    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 38,391 shares
    Change vs previous 13F -2,458 shares

    0.04% of the 13F portfolio, value $5,210,492.

    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 40,849 shares
    Change vs previous 13F -2,176 shares

    0.04% of the 13F portfolio, value $4,967,677.

    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 43,025 shares
    Change vs previous 13F -1,375 shares

    0.05% of the 13F portfolio, value $5,268,387.

    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 44,400 shares
    Change vs previous 13F +36,766 shares

    0.06% of the 13F portfolio, value $5,202,340.

    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 7,634 shares
    Change vs previous 13F +542 shares

    0.01% of the 13F portfolio, value $924,579.

    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 7,092 shares
    Change vs previous 13F -1,636 shares

    0.01% of the 13F portfolio, value $796,130.

    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 8,728 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,026,637.

    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).