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Disclosery

Merit Financial Group, LLC: HR position timeline

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

Merit Financial Group, LLC held 34,495 HR 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 34,495 shares
    Change vs previous 13F +8,359 shares

    <0.01% of the 13F portfolio, value $695,766.

    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 26,136 shares
    Change vs previous 13F +967 shares

    <0.01% of the 13F portfolio, value $444,060.

    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 25,169 shares
    Change vs previous 13F +2,108 shares

    <0.01% of the 13F portfolio, value $426,615.

    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 23,061 shares
    Change vs previous 13F +7,748 shares

    <0.01% of the 13F portfolio, value $415,794.

    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 15,313 shares
    Change vs previous 13F +667 shares

    <0.01% of the 13F portfolio, value $242,858.

    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 14,646 shares
    Change vs previous 13F -420 shares

    <0.01% of the 13F portfolio, value $247,525.

    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 15,066 shares
    Change vs previous 13F +2,578 shares

    <0.01% of the 13F portfolio, value $255,365.

    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 12,488 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $226,648.

    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).