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Disclosery

Merit Financial Group, LLC: IR position timeline

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

Merit Financial Group, LLC held 5,143 IR 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 5,143 shares
    Change vs previous 13F -62 shares

    <0.01% of the 13F portfolio, value $421,709.

    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 5,205 shares
    Change vs previous 13F -143 shares

    <0.01% of the 13F portfolio, value $417,001.

    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 5,348 shares
    Change vs previous 13F +1,380 shares

    <0.01% of the 13F portfolio, value $423,635.

    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 3,968 shares
    Change vs previous 13F +104 shares

    <0.01% of the 13F portfolio, value $327,870.

    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 3,864 shares
    Change vs previous 13F +1,023 shares

    <0.01% of the 13F portfolio, value $321,426.

    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 2,841 shares
    Change vs previous 13F +312 shares

    <0.01% of the 13F portfolio, value $227,369.

    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 2,529 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $228,762.

    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).