Merit Financial Group, LLC: IBTH position timeline

Merit Financial Group, LLC held 712,385 IBTH 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 712,385 shares

   Change vs previous 13F -475,260 shares

   0.1% of the 13F portfolio, value $15,936,053.

   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 1,187,645 shares

   Change vs previous 13F +17,903 shares

   0.2% of the 13F portfolio, value $26,638,880.

   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 1,169,742 shares

   Change vs previous 13F +1,146,792 shares

   0.21% of the 13F portfolio, value $26,284,095.

   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 22,950 shares

   Change vs previous 13F +161 shares

   <0.01% of the 13F portfolio, value $516,827.

   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 22,789 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $512,527.

   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).