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Disclosery

Merit Financial Group, LLC: HE position timeline

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

Merit Financial Group, LLC held 15,979 HE 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 15,979 shares
    Change vs previous 13F +2,547 shares

    <0.01% of the 13F portfolio, value $216,196.

    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 13,432 shares
    Change vs previous 13F +3,091 shares

    <0.01% of the 13F portfolio, value $199,331.

    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 10,341 shares
    Change vs previous 13F -380 shares

    <0.01% of the 13F portfolio, value $127,194.

    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 10,721 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $118,360.

    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).