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Disclosery

Merit Financial Group, LLC: HSIC position timeline

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

Merit Financial Group, LLC held 2,428 HSIC 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 2,428 shares
    Change vs previous 13F -1,365 shares

    <0.01% of the 13F portfolio, value $202,755.

    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 3,793 shares
    Change vs previous 13F -28,323 shares

    <0.01% of the 13F portfolio, value $279,519.

    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 32,116 shares
    Change vs previous 13F -1,727 shares

    0.02% of the 13F portfolio, value $2,427,343.

    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 33,843 shares
    Change vs previous 13F +1,973 shares

    0.02% of the 13F portfolio, value $2,246,159.

    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 31,870 shares
    Change vs previous 13F +3,461 shares

    0.03% of the 13F portfolio, value $2,328,104.

    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 28,409 shares
    Change vs previous 13F +5,272 shares

    0.03% of the 13F portfolio, value $1,945,732.

    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 23,137 shares
    Change vs previous 13F +3,156 shares

    0.03% of the 13F portfolio, value $1,601,080.

    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 19,981 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,456,615.

    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).