Skip to content
Disclosery

Merit Financial Group, LLC: IRM position timeline

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

Merit Financial Group, LLC held 26,724 IRM 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 26,724 shares
    Change vs previous 13F +1,691 shares

    0.02% of the 13F portfolio, value $3,375,488.

    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 25,033 shares
    Change vs previous 13F +4,363 shares

    0.02% of the 13F portfolio, value $2,556,983.

    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 20,670 shares
    Change vs previous 13F +740 shares

    0.01% of the 13F portfolio, value $1,714,618.

    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 19,930 shares
    Change vs previous 13F +109 shares

    0.02% of the 13F portfolio, value $2,031,697.

    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 19,821 shares
    Change vs previous 13F +4,543 shares

    0.02% of the 13F portfolio, value $2,033,091.

    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 15,278 shares
    Change vs previous 13F +345 shares

    0.02% of the 13F portfolio, value $1,314,524.

    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 14,933 shares
    Change vs previous 13F +7,137 shares

    0.03% of the 13F portfolio, value $1,569,656.

    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 7,796 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $926,399.

    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).