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Disclosery

Merit Financial Group, LLC: IQDG position timeline

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

Merit Financial Group, LLC held 83,672 IQDG 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 83,672 shares
    Change vs previous 13F -117,146 shares

    0.02% of the 13F portfolio, value $3,604,600.

    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 200,818 shares
    Change vs previous 13F -12,568 shares

    0.06% of the 13F portfolio, value $8,060,817.

    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 213,386 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $8,851,271.

    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).