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Disclosery

Merit Financial Group, LLC: ISRG position timeline

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

Merit Financial Group, LLC held 10,712 ISRG 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 10,712 shares
    Change vs previous 13F +202 shares

    0.03% of the 13F portfolio, value $4,259,740.

    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 10,510 shares
    Change vs previous 13F +782 shares

    0.04% of the 13F portfolio, value $4,844,875.

    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 9,728 shares
    Change vs previous 13F +1,206 shares

    0.04% of the 13F portfolio, value $5,509,639.

    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 8,522 shares
    Change vs previous 13F -364 shares

    0.04% of the 13F portfolio, value $3,811,244.

    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 8,886 shares
    Change vs previous 13F +1,075 shares

    0.05% of the 13F portfolio, value $4,828,768.

    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 7,811 shares
    Change vs previous 13F +1,147 shares

    0.06% of the 13F portfolio, value $3,868,554.

    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 6,664 shares
    Change vs previous 13F +2,213 shares

    0.06% of the 13F portfolio, value $3,478,341.

    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 4,451 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,186,643.

    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).