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Merit Financial Group, LLC: IFRA position timeline

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

Merit Financial Group, LLC held 18,186 IFRA 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 18,186 shares
    Change vs previous 13F +635 shares

    0.01% of the 13F portfolio, value $1,146,443.

    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 17,551 shares
    Change vs previous 13F +7,604 shares

    0.01% of the 13F portfolio, value $1,003,892.

    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 9,947 shares
    Change vs previous 13F +1,109 shares

    <0.01% of the 13F portfolio, value $523,432.

    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 8,838 shares
    Change vs previous 13F -180 shares

    <0.01% of the 13F portfolio, value $466,819.

    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 9,018 shares
    Change vs previous 13F -13,513 shares

    <0.01% of the 13F portfolio, value $443,618.

    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 22,531 shares
    Change vs previous 13F -53,128 shares

    0.02% of the 13F portfolio, value $1,015,478.

    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 75,659 shares
    Change vs previous 13F +50,296 shares

    0.06% of the 13F portfolio, value $3,502,266.

    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 25,363 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,191,317.

    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).