Skip to content
Disclosery

Merit Financial Group, LLC: IEFA position timeline

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

Merit Financial Group, LLC held 451,864 IEFA 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 451,864 shares
    Change vs previous 13F -89,627 shares

    0.27% of the 13F portfolio, value $43,640,977.

    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 541,491 shares
    Change vs previous 13F -46,238 shares

    0.36% of the 13F portfolio, value $49,021,185.

    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 587,729 shares
    Change vs previous 13F -51,318 shares

    0.42% of the 13F portfolio, value $52,578,266.

    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 639,047 shares
    Change vs previous 13F -57,610 shares

    0.51% of the 13F portfolio, value $55,795,195.

    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 696,657 shares
    Change vs previous 13F -217,890 shares

    0.65% of the 13F portfolio, value $58,156,935.

    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 914,547 shares
    Change vs previous 13F -1,050,510 shares

    1.04% of the 13F portfolio, value $69,185,514.

    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 1,965,057 shares
    Change vs previous 13F +198,142 shares

    2.48% of the 13F portfolio, value $138,104,197.

    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 1,766,915 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $137,907,689.

    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).