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Disclosery

Merit Financial Group, LLC: HYG position timeline

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

Merit Financial Group, LLC held 50,403 HYG 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 50,403 shares
    Change vs previous 13F -1,898 shares

    0.03% of the 13F portfolio, value $4,030,727.

    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 52,301 shares
    Change vs previous 13F -22,793 shares

    0.03% of the 13F portfolio, value $4,161,081.

    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 75,094 shares
    Change vs previous 13F -9,203 shares

    0.05% of the 13F portfolio, value $6,054,858.

    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 84,297 shares
    Change vs previous 13F +19,428 shares

    0.06% of the 13F portfolio, value $6,844,096.

    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 64,869 shares
    Change vs previous 13F +7,563 shares

    0.06% of the 13F portfolio, value $5,231,667.

    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 57,306 shares
    Change vs previous 13F +47,643 shares

    0.07% of the 13F portfolio, value $4,520,878.

    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 9,663 shares
    Change vs previous 13F +135 shares

    0.01% of the 13F portfolio, value $760,014.

    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 9,528 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $765,066.

    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).