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Merit Financial Group, LLC: IGEB position timeline

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

Merit Financial Group, LLC held 620,167 IGEB 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 620,167 shares
    Change vs previous 13F +94,524 shares

    0.17% of the 13F portfolio, value $27,975,717.

    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 525,643 shares
    Change vs previous 13F +61,010 shares

    0.18% of the 13F portfolio, value $23,685,492.

    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 464,633 shares
    Change vs previous 13F +77,796 shares

    0.17% of the 13F portfolio, value $21,215,135.

    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 386,837 shares
    Change vs previous 13F +138,026 shares

    0.16% of the 13F portfolio, value $17,811,926.

    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 248,811 shares
    Change vs previous 13F +56,670 shares

    0.13% of the 13F portfolio, value $11,305,952.

    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 192,141 shares
    Change vs previous 13F +177,768 shares

    0.13% of the 13F portfolio, value $8,648,268.

    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 14,373 shares
    Change vs previous 13F +9,174 shares

    0.01% of the 13F portfolio, value $637,588.

    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 5,199 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $241,581.

    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).