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Merit Financial Group, LLC: ISCV position timeline

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

Merit Financial Group, LLC held 10,558 ISCV 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 10,558 shares
    Change vs previous 13F +1,142 shares

    0.01% of the 13F portfolio, value $826,830.

    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 9,416 shares
    Change vs previous 13F +36 shares

    <0.01% of the 13F portfolio, value $654,477.

    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 9,380 shares
    Change vs previous 13F +63 shares

    0.01% of the 13F portfolio, value $642,508.

    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 9,317 shares
    Change vs previous 13F -353 shares

    0.01% of the 13F portfolio, value $620,862.

    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 9,670 shares
    Change vs previous 13F +505 shares

    0.01% of the 13F portfolio, value $593,655.

    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 9,165 shares
    Change vs previous 13F -2,287 shares

    0.01% of the 13F portfolio, value $543,508.

    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 11,452 shares
    Change vs previous 13F -1,714 shares

    0.01% of the 13F portfolio, value $726,199.

    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 13,166 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $835,759.

    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).