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Disclosery

Merit Financial Group, LLC: INVH position timeline

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

Merit Financial Group, LLC held 37,119 INVH 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 37,119 shares
    Change vs previous 13F +6,799 shares

    0.01% of the 13F portfolio, value $1,121,355.

    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 30,320 shares
    Change vs previous 13F +5,393 shares

    0.01% of the 13F portfolio, value $753,452.

    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 24,927 shares
    Change vs previous 13F +2,608 shares

    0.01% of the 13F portfolio, value $692,734.

    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 22,319 shares
    Change vs previous 13F -4,948 shares

    0.01% of the 13F portfolio, value $654,618.

    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 27,267 shares
    Change vs previous 13F +20,990 shares

    0.01% of the 13F portfolio, value $894,357.

    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 6,277 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $218,752.

    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).