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Merit Financial Group, LLC: ICSH position timeline

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

Merit Financial Group, LLC held 244,034 ICSH 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 244,034 shares
    Change vs previous 13F +6,101 shares

    0.08% of the 13F portfolio, value $12,343,254.

    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 237,933 shares
    Change vs previous 13F +52,013 shares

    0.09% of the 13F portfolio, value $12,044,200.

    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 185,920 shares
    Change vs previous 13F +32,183 shares

    0.08% of the 13F portfolio, value $9,403,830.

    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 153,737 shares
    Change vs previous 13F -5,617 shares

    0.07% of the 13F portfolio, value $7,802,164.

    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 159,354 shares
    Change vs previous 13F +30,353 shares

    0.09% of the 13F portfolio, value $8,080,860.

    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 129,001 shares
    Change vs previous 13F -20,732 shares

    0.1% of the 13F portfolio, value $6,540,359.

    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 149,733 shares
    Change vs previous 13F +118,544 shares

    0.14% of the 13F portfolio, value $7,551,060.

    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 31,189 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,582,531.

    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).