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Merit Financial Group, LLC: ICVT position timeline

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

Merit Financial Group, LLC held 35,831 ICVT 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 35,831 shares
    Change vs previous 13F -12,240 shares

    0.03% of the 13F portfolio, value $4,362,096.

    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 48,071 shares
    Change vs previous 13F -6,067 shares

    0.04% of the 13F portfolio, value $4,893,111.

    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 54,138 shares
    Change vs previous 13F +21,670 shares

    0.04% of the 13F portfolio, value $5,332,556.

    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 32,468 shares
    Change vs previous 13F +12,448 shares

    0.03% of the 13F portfolio, value $3,248,428.

    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 20,020 shares
    Change vs previous 13F -5,717 shares

    0.02% of the 13F portfolio, value $1,803,776.

    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 25,737 shares
    Change vs previous 13F +21,439 shares

    0.03% of the 13F portfolio, value $2,151,831.

    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 4,298 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $365,237.

    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).