Skip to content
Disclosery

Merit Financial Group, LLC: IDHQ position timeline

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

Merit Financial Group, LLC held 24,776 IDHQ 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 24,776 shares
    Change vs previous 13F -34 shares

    0.01% of the 13F portfolio, value $1,082,984.

    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 24,810 shares
    Change vs previous 13F -530 shares

    0.01% of the 13F portfolio, value $877,542.

    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 25,340 shares
    Change vs previous 13F -12,552 shares

    0.01% of the 13F portfolio, value $890,708.

    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 37,892 shares
    Change vs previous 13F -65,367 shares

    0.01% of the 13F portfolio, value $1,275,059.

    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 103,259 shares
    Change vs previous 13F -2,351 shares

    0.04% of the 13F portfolio, value $3,405,470.

    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 105,610 shares
    Change vs previous 13F -13,551 shares

    0.05% of the 13F portfolio, value $3,161,975.

    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 119,161 shares
    Change vs previous 13F +14,065 shares

    0.06% of the 13F portfolio, value $3,374,652.

    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 105,096 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,337,852.

    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).