Skip to content
Disclosery

Merit Financial Group, LLC: IAGG position timeline

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

Merit Financial Group, LLC held 90,353 IAGG 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 90,353 shares
    Change vs previous 13F -814,659 shares

    0.03% of the 13F portfolio, value $4,571,829.

    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 905,012 shares
    Change vs previous 13F +124,504 shares

    0.34% of the 13F portfolio, value $45,286,789.

    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 780,508 shares
    Change vs previous 13F +70,228 shares

    0.31% of the 13F portfolio, value $39,033,184.

    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 710,280 shares
    Change vs previous 13F +246,664 shares

    0.33% of the 13F portfolio, value $36,387,627.

    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 463,616 shares
    Change vs previous 13F +375,054 shares

    0.26% of the 13F portfolio, value $23,686,140.

    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 88,562 shares
    Change vs previous 13F -7,497 shares

    0.07% of the 13F portfolio, value $4,427,213.

    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 96,059 shares
    Change vs previous 13F +89,862 shares

    0.09% of the 13F portfolio, value $4,795,259.

    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 6,197 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $321,129.

    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).