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Disclosery

Merit Financial Group, LLC: IQV position timeline

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

Merit Financial Group, LLC held 14,695 IQV 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 14,695 shares
    Change vs previous 13F +330 shares

    0.02% of the 13F portfolio, value $2,839,223.

    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 14,365 shares
    Change vs previous 13F -3,105 shares

    0.02% of the 13F portfolio, value $2,449,733.

    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 17,470 shares
    Change vs previous 13F +1,611 shares

    0.03% of the 13F portfolio, value $3,937,902.

    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 15,859 shares
    Change vs previous 13F +623 shares

    0.03% of the 13F portfolio, value $3,012,185.

    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 15,236 shares
    Change vs previous 13F +8,391 shares

    0.03% of the 13F portfolio, value $2,401,043.

    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 6,845 shares
    Change vs previous 13F +2,552 shares

    0.02% of the 13F portfolio, value $1,206,774.

    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 4,293 shares
    Change vs previous 13F +1,060 shares

    0.02% of the 13F portfolio, value $843,617.

    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 3,233 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $766,124.

    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).