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Merit Financial Group, LLC: IBIT position timeline

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

Merit Financial Group, LLC held 293,028 IBIT 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 293,028 shares
    Change vs previous 13F +106,074 shares

    0.06% of the 13F portfolio, value $9,754,905.

    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 186,954 shares
    Change vs previous 13F +112,938 shares

    0.05% of the 13F portfolio, value $7,182,779.

    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 74,016 shares
    Change vs previous 13F +780 shares

    0.03% of the 13F portfolio, value $3,674,873.

    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 73,236 shares
    Change vs previous 13F +34,556 shares

    0.04% of the 13F portfolio, value $4,760,313.

    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 38,680 shares
    Change vs previous 13F +12,114 shares

    0.03% of the 13F portfolio, value $2,367,585.

    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 26,566 shares
    Change vs previous 13F +9,066 shares

    0.02% of the 13F portfolio, value $1,243,554.

    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 17,500 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $928,375.

    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).