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Merit Financial Group, LLC: IGV position timeline

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

Merit Financial Group, LLC held 57,430 IGV 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 57,430 shares
    Change vs previous 13F +20,147 shares

    0.03% of the 13F portfolio, value $5,203,161.

    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 37,283 shares
    Change vs previous 13F +27,351 shares

    0.02% of the 13F portfolio, value $2,984,504.

    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 9,932 shares
    Change vs previous 13F +613 shares

    0.01% of the 13F portfolio, value $1,049,713.

    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 9,319 shares
    Change vs previous 13F -311 shares

    0.01% of the 13F portfolio, value $1,071,778.

    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 9,630 shares
    Change vs previous 13F +1,865 shares

    0.01% of the 13F portfolio, value $1,054,485.

    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 7,765 shares
    Change vs previous 13F -200 shares

    0.01% of the 13F portfolio, value $691,007.

    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 7,965 shares
    Change vs previous 13F +300 shares

    0.01% of the 13F portfolio, value $797,456.

    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 7,665 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $685,021.

    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).