Merit Financial Group, LLC: IDEF position timeline

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

Merit Financial Group, LLC held 160,178 IDEF shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.

the latest 13F is the newest step

period ended2026-06-30
13F/A 160,178 shares
Change vs previous 13F +33,170 shares
0.03% of the 13F portfolio, value $5,090,450.
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).
period ended2026-03-31
13F 127,008 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $4,155,702.
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).