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Disclosery

Merit Financial Group, LLC: HEFA position timeline

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

Merit Financial Group, LLC held 28,064 HEFA 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 28,064 shares
    Change vs previous 13F -7,488 shares

    0.01% of the 13F portfolio, value $1,316,901.

    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 35,552 shares
    Change vs previous 13F -4,936 shares

    0.01% of the 13F portfolio, value $1,510,763.

    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 40,488 shares
    Change vs previous 13F -10,016 shares

    0.01% of the 13F portfolio, value $1,674,564.

    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 50,504 shares
    Change vs previous 13F -48,225 shares

    0.02% of the 13F portfolio, value $2,000,450.

    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 98,729 shares
    Change vs previous 13F -294,053 shares

    0.04% of the 13F portfolio, value $3,747,766.

    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 392,782 shares
    Change vs previous 13F +372,209 shares

    0.21% of the 13F portfolio, value $14,254,072.

    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 20,573 shares
    Change vs previous 13F +12,385 shares

    0.01% of the 13F portfolio, value $714,918.

    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 8,188 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $290,001.

    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).