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Disclosery

Merit Financial Group, LLC: IJR position timeline

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

Merit Financial Group, LLC held 249,788 IJR 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 249,788 shares
    Change vs previous 13F -1,686 shares

    0.23% of the 13F portfolio, value $37,046,151.

    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 251,474 shares
    Change vs previous 13F +6,963 shares

    0.23% of the 13F portfolio, value $31,260,807.

    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 244,511 shares
    Change vs previous 13F +139,592 shares

    0.24% of the 13F portfolio, value $29,385,309.

    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 104,919 shares
    Change vs previous 13F +4,206 shares

    0.11% of the 13F portfolio, value $12,467,501.

    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 100,713 shares
    Change vs previous 13F +3,274 shares

    0.12% of the 13F portfolio, value $11,006,951.

    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 97,439 shares
    Change vs previous 13F -1,704 shares

    0.15% of the 13F portfolio, value $10,189,155.

    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 99,143 shares
    Change vs previous 13F -2,743 shares

    0.21% of the 13F portfolio, value $11,423,280.

    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 101,886 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $11,916,623.

    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).