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Disclosery

Merit Financial Group, LLC: IEI position timeline

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

Merit Financial Group, LLC held 18,226 IEI 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 18,226 shares
    Change vs previous 13F +7,460 shares

    0.01% of the 13F portfolio, value $2,140,639.

    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 10,766 shares
    Change vs previous 13F -1,260 shares

    0.01% of the 13F portfolio, value $1,276,862.

    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 12,026 shares
    Change vs previous 13F +4,188 shares

    0.01% of the 13F portfolio, value $1,435,278.

    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 7,838 shares
    Change vs previous 13F -2,303 shares

    0.01% of the 13F portfolio, value $936,682.

    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 10,141 shares
    Change vs previous 13F -6,030 shares

    0.01% of the 13F portfolio, value $1,207,717.

    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 16,171 shares
    Change vs previous 13F -2,568 shares

    0.03% of the 13F portfolio, value $1,910,366.

    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 18,739 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,165,267.

    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).