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Disclosery

Merit Financial Group, LLC: IDCC position timeline

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

Merit Financial Group, LLC held 2,029 IDCC 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 2,029 shares
    Change vs previous 13F -159 shares

    <0.01% of the 13F portfolio, value $574,277.

    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 2,188 shares
    Change vs previous 13F -4,168 shares

    <0.01% of the 13F portfolio, value $660,781.

    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 6,356 shares
    Change vs previous 13F -267 shares

    0.02% of the 13F portfolio, value $2,023,621.

    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 6,623 shares
    Change vs previous 13F -446 shares

    0.02% of the 13F portfolio, value $2,286,179.

    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 7,069 shares
    Change vs previous 13F -1,092 shares

    0.02% of the 13F portfolio, value $1,585,093.

    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 8,161 shares
    Change vs previous 13F -3,827 shares

    0.03% of the 13F portfolio, value $1,687,374.

    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 11,988 shares
    Change vs previous 13F +1,170 shares

    0.04% of the 13F portfolio, value $2,322,224.

    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 10,818 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,532,153.

    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).