Merit Financial Group, LLC: IBDS position timeline

Merit Financial Group, LLC held 381,291 IBDS 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 381,291 shares

   Change vs previous 13F +26,964 shares

   0.06% of the 13F portfolio, value $9,234,864.

   13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 354,327 shares

   Change vs previous 13F +51,714 shares

   0.06% of the 13F portfolio, value $8,588,897.

   13F-HR 0001621225-26-000005 filed by Merit Financial Group, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 302,613 shares

   Change vs previous 13F +73,804 shares

   0.06% of the 13F portfolio, value $7,347,442.

   13F-HR 0001621225-26-000003 filed by Merit Financial Group, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F/A 228,809 shares

   Change vs previous 13F +42,996 shares

   0.05% of the 13F portfolio, value $5,569,199.

   13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 185,813 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $4,509,673.

   13F-HR 0001621225-25-000006 filed by Merit Financial Group, LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).