Merit Financial Group, LLC: IBTG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Merit Financial Group, LLC on IBTG, newest first. How the timeline and the estimate are built.
Merit Financial Group, LLC held 47,896 IBTG shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F/A 47,896 sharesChange vs previous 13F -972 shares
0.01% of the 13F portfolio, value $1,096,338.
13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 48,868 sharesChange vs previous 13F +265 shares
0.01% of the 13F portfolio, value $1,119,812.
13F-HR 0001621225-26-000005 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 48,603 sharesChange vs previous 13F +2,318 shares
0.01% of the 13F portfolio, value $1,111,796.
13F-HR 0001621225-26-000003 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 46,285 sharesChange vs previous 13F +2,275 shares
0.01% of the 13F portfolio, value $1,062,249.
13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 44,010 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,009,144.
13F-HR 0001621225-25-000006 filed by Merit Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).