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Disclosery

Merit Financial Group, LLC: HL position timeline

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

Merit Financial Group, LLC held 45,934 HL 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 45,934 shares
    Change vs previous 13F +5,285 shares

    <0.01% of the 13F portfolio, value $708,759.

    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 40,649 shares
    Change vs previous 13F +3,512 shares

    0.01% of the 13F portfolio, value $757,290.

    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 37,137 shares
    Change vs previous 13F -16,248 shares

    0.01% of the 13F portfolio, value $712,666.

    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 53,385 shares
    Change vs previous 13F -11,516 shares

    0.01% of the 13F portfolio, value $645,958.

    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 64,901 shares
    Change vs previous 13F +34 shares

    <0.01% of the 13F portfolio, value $388,755.

    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 64,867 shares
    Change vs previous 13F +101 shares

    0.01% of the 13F portfolio, value $360,658.

    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 64,766 shares
    Change vs previous 13F +1,079 shares

    0.01% of the 13F portfolio, value $318,000.

    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 63,687 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $424,790.

    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).