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Disclosery

Merit Financial Group, LLC: INTU position timeline

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

Merit Financial Group, LLC held 12,072 INTU 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 12,072 shares
    Change vs previous 13F +864 shares

    0.02% of the 13F portfolio, value $3,150,960.

    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 11,208 shares
    Change vs previous 13F +1,462 shares

    0.04% of the 13F portfolio, value $4,846,035.

    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 9,746 shares
    Change vs previous 13F -880 shares

    0.05% of the 13F portfolio, value $6,456,189.

    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 10,626 shares
    Change vs previous 13F +1,907 shares

    0.07% of the 13F portfolio, value $7,257,140.

    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 8,719 shares
    Change vs previous 13F +3,157 shares

    0.08% of the 13F portfolio, value $6,867,686.

    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 5,562 shares
    Change vs previous 13F +1,563 shares

    0.05% of the 13F portfolio, value $3,414,818.

    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 3,999 shares
    Change vs previous 13F +1,400 shares

    0.05% of the 13F portfolio, value $2,513,310.

    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 2,599 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,613,979.

    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).