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Merit Financial Group, LLC: HUM position timeline

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

Merit Financial Group, LLC held 3,825 HUM 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 3,825 shares
    Change vs previous 13F +178 shares

    0.01% of the 13F portfolio, value $1,519,582.

    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 3,647 shares
    Change vs previous 13F -286 shares

    <0.01% of the 13F portfolio, value $632,355.

    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 3,933 shares
    Change vs previous 13F -881 shares

    0.01% of the 13F portfolio, value $1,007,331.

    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 4,814 shares
    Change vs previous 13F -93 shares

    0.01% of the 13F portfolio, value $1,252,550.

    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 4,907 shares
    Change vs previous 13F -3,151 shares

    0.01% of the 13F portfolio, value $1,199,727.

    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 8,058 shares
    Change vs previous 13F +6,239 shares

    0.03% of the 13F portfolio, value $2,132,106.

    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 1,819 shares
    Change vs previous 13F +259 shares

    0.01% of the 13F portfolio, value $461,412.

    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 1,560 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $494,162.

    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).